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
1676
$67.5K ﹤0.01%
+400
1677
$67.3K ﹤0.01%
636
-412
1678
$67.1K ﹤0.01%
1,329
+424
1679
$66.8K ﹤0.01%
800
1680
$66.8K ﹤0.01%
1,555
+2
1681
$66.7K ﹤0.01%
598
+10
1682
$66.6K ﹤0.01%
1,028
-21
1683
$66.6K ﹤0.01%
3,466
+2,033
1684
$66.5K ﹤0.01%
26,812
-200
1685
$66.4K ﹤0.01%
139
+6
1686
$66.3K ﹤0.01%
3,584
-16
1687
$65.7K ﹤0.01%
55
1688
$65.4K ﹤0.01%
420
+21
1689
$65.4K ﹤0.01%
1,271
1690
$65.2K ﹤0.01%
1,000
1691
$65.2K ﹤0.01%
637
-8
1692
$64.9K ﹤0.01%
186
-1
1693
$64.6K ﹤0.01%
1,807
-35
1694
$64.6K ﹤0.01%
1,584
-208
1695
$64.6K ﹤0.01%
820
+35
1696
$64.5K ﹤0.01%
1,794
+593
1697
$64.4K ﹤0.01%
772
+105
1698
$64.3K ﹤0.01%
3,242
-1,750
1699
$64.2K ﹤0.01%
316
+3
1700
$64K ﹤0.01%
1,710
-260
66 67
68
69 70