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
1501
$94.1K ﹤0.01%
1,008
1502
$94.1K ﹤0.01%
2,263
-1,375
1503
$93.9K ﹤0.01%
1,620
+26
1504
$93.5K ﹤0.01%
524
+231
1505
$93.5K ﹤0.01%
914
+50
1506
$93.3K ﹤0.01%
2,177
-105
1507
$93.2K ﹤0.01%
5,179
1508
$93K ﹤0.01%
798
-110
1509
$92.7K ﹤0.01%
2,415
+28
1510
$92.5K ﹤0.01%
2,614
1511
$92.4K ﹤0.01%
4,580
+333
1512
$92.2K ﹤0.01%
1,073
+817
1513
$92.2K ﹤0.01%
2,388
-12
1514
$91.5K ﹤0.01%
1,792
+64
1515
$91.4K ﹤0.01%
4,822
+36
1516
$91.2K ﹤0.01%
3,048
+1,498
1517
$91K ﹤0.01%
3,071
+1,926
1518
$90.6K ﹤0.01%
3,034
-897
1519
$90.3K ﹤0.01%
+3,500
1520
$90.3K ﹤0.01%
1,246
+41
1521
$90.1K ﹤0.01%
1,234
-1,194
1522
$90.1K ﹤0.01%
1,893
+703
1523
$90.1K ﹤0.01%
+10,825
1524
$90K ﹤0.01%
3,362
-215
1525
$89.8K ﹤0.01%
1,013
59 60
61
62 63