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
1351
$125K ﹤0.01%
1,326
+51
1352
$125K ﹤0.01%
4,605
+61
1353
$125K ﹤0.01%
3,341
-3
1354
$125K ﹤0.01%
5,373
-2,774
1355
$124K ﹤0.01%
6,000
1356
$124K ﹤0.01%
2,087
+136
1357
$124K ﹤0.01%
3,642
1358
$124K ﹤0.01%
5,186
-7,380
1359
$124K ﹤0.01%
1,387
+637
1360
$123K ﹤0.01%
13,265
+5,925
1361
$123K ﹤0.01%
2,937
+55
1362
$123K ﹤0.01%
6,721
+242
1363
$123K ﹤0.01%
4,744
-390
1364
$123K ﹤0.01%
12,342
-1,992
1365
$123K ﹤0.01%
+2,339
1366
$122K ﹤0.01%
2,754
+102
1367
$122K ﹤0.01%
1,432
+3
1368
$122K ﹤0.01%
5,001
+1
1369
$122K ﹤0.01%
540
+310
1370
$122K ﹤0.01%
1,794
-6
1371
$122K ﹤0.01%
1,616
-168
1372
$122K ﹤0.01%
795
+45
1373
$121K ﹤0.01%
360
+5
1374
$121K ﹤0.01%
4,069
-435
1375
$121K ﹤0.01%
2,279
+1,791
53 54
55
56 57