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
1326
$132K ﹤0.01%
3,700
-240
1327
$132K ﹤0.01%
10,131
-40,695
1328
$131K ﹤0.01%
3,711
+5
1329
$131K ﹤0.01%
514
+26
1330
$131K ﹤0.01%
8,817
+1,250
1331
$131K ﹤0.01%
6,718
+5,018
1332
$131K ﹤0.01%
1,294
+286
1333
$131K ﹤0.01%
1,894
+54
1334
$131K ﹤0.01%
1,949
-5,308
1335
$130K ﹤0.01%
4,088
-93
1336
$130K ﹤0.01%
1,323
+76
1337
$130K ﹤0.01%
2,762
+2,351
1338
$130K ﹤0.01%
4,711
+2,352
1339
$130K ﹤0.01%
1,257
+345
1340
$130K ﹤0.01%
4,281
+2,971
1341
$130K ﹤0.01%
3,920
+492
1342
$129K ﹤0.01%
3,483
+323
1343
$129K ﹤0.01%
785
-102
1344
$129K ﹤0.01%
1,320
+207
1345
$127K ﹤0.01%
3,701
+1
1346
$127K ﹤0.01%
1,206
1347
$127K ﹤0.01%
4,382
1348
$126K ﹤0.01%
2,446
+1,295
1349
$126K ﹤0.01%
2,720
1350
$125K ﹤0.01%
9,811
+1,679
52 53
54
55 56