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
1776
$56.6K ﹤0.01%
1,539
+101
1777
$56.6K ﹤0.01%
325
+42
1778
$56.5K ﹤0.01%
+2,012
1779
$55.9K ﹤0.01%
785
+1
1780
$55.7K ﹤0.01%
1,945
-100
1781
$55.5K ﹤0.01%
825
+317
1782
$55.5K ﹤0.01%
+3,400
1783
$55.4K ﹤0.01%
1,963
-2,698
1784
$54.9K ﹤0.01%
506
+6
1785
$54.8K ﹤0.01%
308
+217
1786
$54.4K ﹤0.01%
3,500
1787
$54.2K ﹤0.01%
3,820
1788
$54.2K ﹤0.01%
2,727
1789
$54.2K ﹤0.01%
2,100
-1,231
1790
$54.1K ﹤0.01%
2,334
+171
1791
$54.1K ﹤0.01%
+998
1792
$54K ﹤0.01%
998
+692
1793
$54K ﹤0.01%
1,500
1794
$53.8K ﹤0.01%
553
-498
1795
$53.8K ﹤0.01%
1,370
+350
1796
$53.5K ﹤0.01%
368
+198
1797
$53.5K ﹤0.01%
977
+2
1798
$53.4K ﹤0.01%
788
-146
1799
$53.3K ﹤0.01%
710
-184
1800
$53.2K ﹤0.01%
1,297
+571
70 71
72
73 74