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
1751
$58.6K ﹤0.01%
1,305
+5
1752
$58.6K ﹤0.01%
761
1753
$58.4K ﹤0.01%
1,666
+417
1754
$58.3K ﹤0.01%
1,210
-19
1755
$58.2K ﹤0.01%
7,985
-15
1756
$58.2K ﹤0.01%
1,649
1757
$58.1K ﹤0.01%
+722
1758
$57.9K ﹤0.01%
738
+652
1759
$57.8K ﹤0.01%
765
+200
1760
$57.8K ﹤0.01%
321
-4
1761
$57.6K ﹤0.01%
953
+234
1762
$57.5K ﹤0.01%
697
1763
$57.4K ﹤0.01%
326
-21
1764
$57.3K ﹤0.01%
401
+4
1765
$57.3K ﹤0.01%
+2,398
1766
$57.2K ﹤0.01%
1,173
+5
1767
$57.1K ﹤0.01%
3,768
+23
1768
$57K ﹤0.01%
1,222
+23
1769
$57K ﹤0.01%
649
-15
1770
$56.9K ﹤0.01%
542
1771
$56.8K ﹤0.01%
620
+11
1772
$56.8K ﹤0.01%
520
-186
1773
$56.7K ﹤0.01%
241
+47
1774
$56.7K ﹤0.01%
2,821
1775
$56.6K ﹤0.01%
729
-5,659
69 70
71
72 73