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
1726
$61K ﹤0.01%
3,999
+3,383
1727
$61K ﹤0.01%
1,037
+96
1728
$60.8K ﹤0.01%
+900
1729
$60.6K ﹤0.01%
6,954
+192
1730
$60.5K ﹤0.01%
3,809
-2,525
1731
$60.5K ﹤0.01%
2,469
1732
$60.4K ﹤0.01%
283
+157
1733
$60.4K ﹤0.01%
1,497
-500
1734
$60.3K ﹤0.01%
1,672
-2,361
1735
$60.2K ﹤0.01%
3,314
-499
1736
$60.1K ﹤0.01%
197
+7
1737
$60K ﹤0.01%
2,258
-5,621
1738
$59.8K ﹤0.01%
735
+29
1739
$59.8K ﹤0.01%
1,813
1740
$59.7K ﹤0.01%
1,765
-474
1741
$59.6K ﹤0.01%
2,530
-250
1742
$59.6K ﹤0.01%
+2,135
1743
$59.3K ﹤0.01%
+2,734
1744
$59.1K ﹤0.01%
+2,000
1745
$59.1K ﹤0.01%
1,252
-1,331
1746
$59.1K ﹤0.01%
452
+85
1747
$59K ﹤0.01%
555
+208
1748
$58.7K ﹤0.01%
311
-1,411
1749
$58.7K ﹤0.01%
786
+302
1750
$58.7K ﹤0.01%
4,031
+61
68 69
70
71 72