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
1576
$80.7K ﹤0.01%
+3,526
1577
$80.6K ﹤0.01%
1,862
-2,117
1578
$80.6K ﹤0.01%
3,933
+43
1579
$80.5K ﹤0.01%
1,431
1580
$80.2K ﹤0.01%
2,939
+273
1581
$80.1K ﹤0.01%
1,084
+21
1582
$80K ﹤0.01%
11,831
+7,455
1583
$79.8K ﹤0.01%
3,100
1584
$79.8K ﹤0.01%
1,117
-288
1585
$79.7K ﹤0.01%
1,855
-10
1586
$79.7K ﹤0.01%
1,550
+66
1587
$79.2K ﹤0.01%
1,454
+95
1588
$79K ﹤0.01%
9,390
+2,700
1589
$78.8K ﹤0.01%
1,644
1590
$78.8K ﹤0.01%
152
-6
1591
$78.6K ﹤0.01%
5,794
-6,659
1592
$78.5K ﹤0.01%
2,300
1593
$78.5K ﹤0.01%
3,646
+5
1594
$78.4K ﹤0.01%
+11,506
1595
$78.3K ﹤0.01%
786
-191
1596
$77.9K ﹤0.01%
2,451
1597
$77.8K ﹤0.01%
1,202
+2
1598
$77.6K ﹤0.01%
2,802
+1,105
1599
$77.6K ﹤0.01%
490
-46
1600
$77.1K ﹤0.01%
1,988
+134
62 63
64
65 66