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
1551
$85.2K ﹤0.01%
4,042
+268
1552
$85.2K ﹤0.01%
+4,600
1553
$85K ﹤0.01%
2,457
+886
1554
$84.9K ﹤0.01%
+11,400
1555
$84.5K ﹤0.01%
3,290
1556
$84.3K ﹤0.01%
306
-44
1557
$84.2K ﹤0.01%
1,691
+1,091
1558
$84.1K ﹤0.01%
1,825
1559
$84K ﹤0.01%
259
+144
1560
$83.8K ﹤0.01%
2,267
+49
1561
$83.7K ﹤0.01%
9,006
+6
1562
$83.6K ﹤0.01%
4,637
1563
$83K ﹤0.01%
404
-27
1564
$83K ﹤0.01%
1,067
-76
1565
$82.5K ﹤0.01%
617
+99
1566
$82.2K ﹤0.01%
479
-116
1567
$82.2K ﹤0.01%
826
+4
1568
$82.1K ﹤0.01%
1,235
-7
1569
$81.6K ﹤0.01%
4,087
+94
1570
$81.5K ﹤0.01%
1,632
+16
1571
$81.5K ﹤0.01%
736
+626
1572
$81.3K ﹤0.01%
3,760
1573
$80.9K ﹤0.01%
1,826
+24
1574
$80.8K ﹤0.01%
352
+259
1575
$80.8K ﹤0.01%
1,843
+545
61 62
63
64 65