IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.05B
AUM Growth
+$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,701
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$12.1M
3
+$7.31M
4
AMZN icon
Amazon
AMZN
+$7.13M
5
IYR icon
iShares US Real Estate ETF
IYR
+$6.58M

Top Sells

1
+$13.1M
2
+$6.33M
3
+$6.16M
4
IOCT icon
Innovator International Developed Power Buffer ETF October
IOCT
+$4.36M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$4.17M

Sector Composition

1 Technology 10.92%
2 Financials 4.71%
3 Consumer Discretionary 3.97%
4 Healthcare 3.58%
5 Industrials 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$143K ﹤0.01%
4,490
1302
$143K ﹤0.01%
2,288
+846
1303
$143K ﹤0.01%
2,863
1304
$142K ﹤0.01%
2,183
+800
1305
$141K ﹤0.01%
781
+136
1306
$141K ﹤0.01%
1,767
-12,049
1307
$141K ﹤0.01%
2,542
-1,846
1308
$140K ﹤0.01%
1,403
+1,027
1309
$140K ﹤0.01%
4,817
+2,418
1310
$139K ﹤0.01%
521
-98
1311
$138K ﹤0.01%
1,202
+220
1312
$138K ﹤0.01%
4,945
+1,613
1313
$137K ﹤0.01%
3,164
1314
$137K ﹤0.01%
812
+759
1315
$137K ﹤0.01%
4,925
1316
$136K ﹤0.01%
5,699
-1,108
1317
$135K ﹤0.01%
910
+36
1318
$134K ﹤0.01%
4,683
+591
1319
$134K ﹤0.01%
1,052
+159
1320
$134K ﹤0.01%
3,291
-740
1321
$134K ﹤0.01%
3,547
+1,483
1322
$133K ﹤0.01%
2,381
+2,037
1323
$133K ﹤0.01%
6,291
+4,656
1324
$133K ﹤0.01%
8,926
-4,111
1325
$132K ﹤0.01%
2,274
+1
51 52
53
54 55