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
1426
$109K ﹤0.01%
3,122
+518
1427
$109K ﹤0.01%
303
-103
1428
$109K ﹤0.01%
2,934
+733
1429
$109K ﹤0.01%
4,223
+118
1430
$108K ﹤0.01%
3,010
+625
1431
$108K ﹤0.01%
1,198
-65
1432
$108K ﹤0.01%
4,048
-1
1433
$108K ﹤0.01%
5,720
-1,300
1434
$108K ﹤0.01%
4,948
-890
1435
$108K ﹤0.01%
+3,546
1436
$108K ﹤0.01%
6,597
+2,338
1437
$107K ﹤0.01%
2,191
+669
1438
$107K ﹤0.01%
4,748
+3,486
1439
$106K ﹤0.01%
8,007
+4,851
1440
$106K ﹤0.01%
3,759
-1
1441
$106K ﹤0.01%
3,118
+2,438
1442
$106K ﹤0.01%
946
+42
1443
$106K ﹤0.01%
20,555
+20,372
1444
$106K ﹤0.01%
3,867
+2,317
1445
$105K ﹤0.01%
4,358
+150
1446
$105K ﹤0.01%
439
+24
1447
$105K ﹤0.01%
2,383
-579
1448
$105K ﹤0.01%
2,859
+4
1449
$105K ﹤0.01%
3,341
+3,174
1450
$104K ﹤0.01%
589
+95
56 57
58
59 60