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
1401
$115K ﹤0.01%
4,121
-85
1402
$115K ﹤0.01%
729
-743
1403
$115K ﹤0.01%
5,736
+36
1404
$114K ﹤0.01%
1,080
+23
1405
$114K ﹤0.01%
1,193
+226
1406
$113K ﹤0.01%
2,708
-100
1407
$113K ﹤0.01%
2,080
+426
1408
$113K ﹤0.01%
1,696
+30
1409
$113K ﹤0.01%
3,429
+8
1410
$113K ﹤0.01%
11,950
-875
1411
$112K ﹤0.01%
2,665
-2,242
1412
$112K ﹤0.01%
1,516
+462
1413
$112K ﹤0.01%
1,933
+81
1414
$112K ﹤0.01%
3,278
-2,026
1415
$112K ﹤0.01%
550
+97
1416
$112K ﹤0.01%
3,639
+274
1417
$111K ﹤0.01%
2,688
-433
1418
$111K ﹤0.01%
9,976
+613
1419
$111K ﹤0.01%
657
+333
1420
$110K ﹤0.01%
1,944
+44
1421
$110K ﹤0.01%
4,959
+1,232
1422
$110K ﹤0.01%
356
+12
1423
$110K ﹤0.01%
+4,168
1424
$110K ﹤0.01%
2,161
+1
1425
$109K ﹤0.01%
2,243
+248
55 56
57
58 59