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
151
$4.5M 0.15%
147,342
+63,601
152
$4.4M 0.14%
74,335
-22,838
153
$4.39M 0.14%
39,427
+17,910
154
$4.32M 0.14%
84,467
+37,512
155
$4.27M 0.14%
8,794
+926
156
$4.27M 0.14%
101,176
+22,224
157
$4.27M 0.14%
31,063
+9,556
158
$4.23M 0.14%
96,025
-18,143
159
$4.22M 0.14%
138,599
+12,127
160
$4.21M 0.14%
47,900
-18,372
161
$4.2M 0.14%
6,754
+742
162
$4.09M 0.13%
45,890
+7,920
163
$4.07M 0.13%
32,595
+215
164
$4.07M 0.13%
39,370
+33,452
165
$4.04M 0.13%
144,257
+1,855
166
$3.99M 0.13%
11,605
-1,444
167
$3.98M 0.13%
90,350
+30,366
168
$3.97M 0.13%
51,947
+2,057
169
$3.93M 0.13%
66,727
+10,334
170
$3.92M 0.13%
102,991
+79,607
171
$3.92M 0.13%
6,160
+627
172
$3.91M 0.13%
117,762
+10,167
173
$3.91M 0.13%
7,508
+1,178
174
$3.89M 0.13%
85,064
+1,607
175
$3.89M 0.13%
62,517
+14,872
5 6
7
8 9