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
1526
$89.4K ﹤0.01%
1,921
1527
$89.2K ﹤0.01%
826
-635
1528
$89K ﹤0.01%
3,483
+325
1529
$88.3K ﹤0.01%
574
+35
1530
$88.2K ﹤0.01%
3,545
1531
$88.1K ﹤0.01%
3,999
+1,960
1532
$88K ﹤0.01%
1,686
1533
$88K ﹤0.01%
4,417
1534
$88K ﹤0.01%
354
+130
1535
$87.8K ﹤0.01%
4,224
-167
1536
$87.4K ﹤0.01%
673
+400
1537
$87.4K ﹤0.01%
3,914
+2,214
1538
$87.4K ﹤0.01%
1,044
-110
1539
$87.2K ﹤0.01%
2,406
+7
1540
$86.9K ﹤0.01%
785
+40
1541
$86.7K ﹤0.01%
1,600
+1,520
1542
$86.6K ﹤0.01%
2,934
+96
1543
$86.5K ﹤0.01%
+3,400
1544
$86.2K ﹤0.01%
711
-32
1545
$86.1K ﹤0.01%
2,706
+1,785
1546
$86K ﹤0.01%
2,174
+100
1547
$85.5K ﹤0.01%
5,977
1548
$85.5K ﹤0.01%
900
-5
1549
$85.3K ﹤0.01%
373
+101
1550
$85.3K ﹤0.01%
373
-8,769
60 61
62
63 64