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
1701
$63.9K ﹤0.01%
360
-46
1702
$63.8K ﹤0.01%
650
-63
1703
$63.6K ﹤0.01%
584
-1
1704
$63.5K ﹤0.01%
527
-3,273
1705
$63.5K ﹤0.01%
335
-3,275
1706
$63.5K ﹤0.01%
1,612
-148
1707
$63.5K ﹤0.01%
1,713
+170
1708
$63.4K ﹤0.01%
1,266
+141
1709
$63.1K ﹤0.01%
6,535
1710
$63K ﹤0.01%
873
1711
$62.8K ﹤0.01%
370
+199
1712
$62.8K ﹤0.01%
1,944
+525
1713
$62.8K ﹤0.01%
900
+150
1714
$62.5K ﹤0.01%
284
+242
1715
$62K ﹤0.01%
1,073
+164
1716
$61.9K ﹤0.01%
318
+90
1717
$61.8K ﹤0.01%
927
-72
1718
$61.7K ﹤0.01%
668
+368
1719
$61.6K ﹤0.01%
1,209
+578
1720
$61.6K ﹤0.01%
853
+275
1721
$61.6K ﹤0.01%
458
+69
1722
$61.5K ﹤0.01%
753
+38
1723
$61.4K ﹤0.01%
4,431
+2,000
1724
$61.2K ﹤0.01%
113
+1
1725
$61.1K ﹤0.01%
1,600
+1,000
67 68
69
70 71