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
1476
$96.9K ﹤0.01%
1,825
+638
1477
$96.7K ﹤0.01%
3,306
+2,800
1478
$96.6K ﹤0.01%
+1,146
1479
$96.3K ﹤0.01%
2,887
+433
1480
$96.3K ﹤0.01%
2,356
+82
1481
$96.3K ﹤0.01%
10,750
+10,225
1482
$96.3K ﹤0.01%
739
+22
1483
$96K ﹤0.01%
553
-557
1484
$95.8K ﹤0.01%
407
-6
1485
$95.8K ﹤0.01%
3,708
+1,675
1486
$95.6K ﹤0.01%
1,802
+63
1487
$95.4K ﹤0.01%
6,391
+243
1488
$95.1K ﹤0.01%
1,447
1489
$95.1K ﹤0.01%
10,308
+308
1490
$95K ﹤0.01%
2,547
+9
1491
$94.9K ﹤0.01%
1,846
+4
1492
$94.8K ﹤0.01%
+13,700
1493
$94.8K ﹤0.01%
2,534
+2,079
1494
$94.7K ﹤0.01%
3,372
+1,248
1495
$94.7K ﹤0.01%
5,157
-94
1496
$94.7K ﹤0.01%
5,000
1497
$94.4K ﹤0.01%
1,115
+785
1498
$94.4K ﹤0.01%
+1,500
1499
$94.4K ﹤0.01%
34,693
+7,757
1500
$94.2K ﹤0.01%
1,257
+451
58 59
60
61 62