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
1451
$104K ﹤0.01%
1,222
-53
1452
$104K ﹤0.01%
898
-664
1453
$104K ﹤0.01%
6,243
-370,659
1454
$103K ﹤0.01%
2,132
+313
1455
$103K ﹤0.01%
489
1456
$103K ﹤0.01%
422
-51
1457
$102K ﹤0.01%
+4,000
1458
$101K ﹤0.01%
3,322
+2,703
1459
$101K ﹤0.01%
2,886
+30
1460
$101K ﹤0.01%
4,130
+36
1461
$101K ﹤0.01%
6,530
+30
1462
$101K ﹤0.01%
1,719
-398
1463
$101K ﹤0.01%
2,312
+1,505
1464
$101K ﹤0.01%
4,490
1465
$101K ﹤0.01%
1,211
1466
$100K ﹤0.01%
2,072
-371
1467
$100K ﹤0.01%
6,240
1468
$99.6K ﹤0.01%
3,337
-3,314
1469
$99.4K ﹤0.01%
+2,898
1470
$99.2K ﹤0.01%
866
-130
1471
$99K ﹤0.01%
952
+147
1472
$98.9K ﹤0.01%
3,152
+319
1473
$98.5K ﹤0.01%
+2,462
1474
$98.5K ﹤0.01%
1,101
-9,598
1475
$97.7K ﹤0.01%
511
+11
57 58
59
60 61