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
1626
$74.1K ﹤0.01%
4,376
+3,406
1627
$74.1K ﹤0.01%
4,890
+516
1628
$73.8K ﹤0.01%
2,281
+1
1629
$73.8K ﹤0.01%
2,104
+400
1630
$73.7K ﹤0.01%
315
-9
1631
$73.3K ﹤0.01%
3,323
-17,379
1632
$73.3K ﹤0.01%
2,250
1633
$73.3K ﹤0.01%
4,503
+2,462
1634
$73.1K ﹤0.01%
12,967
-1,100
1635
$72.8K ﹤0.01%
992
-867
1636
$72.7K ﹤0.01%
4,087
+2,100
1637
$72.7K ﹤0.01%
1,965
-444
1638
$72.7K ﹤0.01%
3,075
1639
$72.5K ﹤0.01%
1,505
+2
1640
$72.4K ﹤0.01%
4,059
+77
1641
$72.3K ﹤0.01%
1,643
+1,609
1642
$72.3K ﹤0.01%
2,280
+13
1643
$72.2K ﹤0.01%
1,027
1644
$72.1K ﹤0.01%
170
+23
1645
$72.1K ﹤0.01%
+4,007
1646
$72K ﹤0.01%
171
+47
1647
$71.8K ﹤0.01%
347
+39
1648
$71.3K ﹤0.01%
+10,400
1649
$71.3K ﹤0.01%
630
+132
1650
$70.9K ﹤0.01%
1,328
+1,029
64 65
66
67 68