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
1651
$70.9K ﹤0.01%
1,958
1652
$70.5K ﹤0.01%
767
+240
1653
$70.5K ﹤0.01%
18,556
-21
1654
$70.4K ﹤0.01%
571
-3,466
1655
$70.3K ﹤0.01%
529
+40
1656
$70.2K ﹤0.01%
562
-280
1657
$70.2K ﹤0.01%
729
+163
1658
$69.7K ﹤0.01%
1,151
-1,381
1659
$69.6K ﹤0.01%
1,538
+105
1660
$69.6K ﹤0.01%
2,624
-909
1661
$69.5K ﹤0.01%
2,731
+983
1662
$69.4K ﹤0.01%
3,192
-20
1663
$69.2K ﹤0.01%
981
1664
$69.2K ﹤0.01%
2,542
1665
$69.1K ﹤0.01%
463
-12
1666
$69.1K ﹤0.01%
1,342
+97
1667
$68.9K ﹤0.01%
5,660
1668
$68.9K ﹤0.01%
619
+1
1669
$68.8K ﹤0.01%
+3,150
1670
$68.2K ﹤0.01%
2,702
-776
1671
$68K ﹤0.01%
514
+1
1672
$67.8K ﹤0.01%
268
-41
1673
$67.8K ﹤0.01%
846
+29
1674
$67.7K ﹤0.01%
1,032
+648
1675
$67.6K ﹤0.01%
1,710
-314
65 66
67
68 69