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
126
$5.37M 0.18%
33,691
+20,476
127
$5.37M 0.18%
178,547
+54,983
128
$5.37M 0.18%
93,600
+30,985
129
$5.3M 0.17%
57,936
+175
130
$5.29M 0.17%
40,160
+7,831
131
$5.27M 0.17%
105,026
+569
132
$5.18M 0.17%
65,849
+6,307
133
$5.11M 0.17%
23,254
+1,670
134
$5.07M 0.17%
72,122
-19,313
135
$5.05M 0.17%
38,437
+21,125
136
$5M 0.16%
69,740
+12,322
137
$4.96M 0.16%
124,152
+24,773
138
$4.96M 0.16%
199,298
+3,601
139
$4.84M 0.16%
48,256
+5,259
140
$4.82M 0.16%
96,183
+2,522
141
$4.66M 0.15%
32,252
+1,873
142
$4.62M 0.15%
47,839
+3,497
143
$4.61M 0.15%
178,144
+206
144
$4.6M 0.15%
209,899
+79,288
145
$4.59M 0.15%
46,142
-362
146
$4.57M 0.15%
50,027
+228
147
$4.56M 0.15%
49,324
+2,494
148
$4.52M 0.15%
15,456
+3,000
149
$4.52M 0.15%
111,696
-3,542
150
$4.52M 0.15%
198,351
+99,770
4 5
6
7 8