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
1801
$52.9K ﹤0.01%
1,378
+64
1802
$52.7K ﹤0.01%
1,804
+520
1803
$52.7K ﹤0.01%
5,000
1804
$52.7K ﹤0.01%
5,420
+930
1805
$52.7K ﹤0.01%
542
-161
1806
$52.7K ﹤0.01%
1,253
-248
1807
$52.6K ﹤0.01%
1,969
1808
$52.6K ﹤0.01%
11,527
+646
1809
$52.5K ﹤0.01%
476
1810
$52.5K ﹤0.01%
1,200
1811
$52.5K ﹤0.01%
794
+133
1812
$52.4K ﹤0.01%
2,073
+1,963
1813
$52.4K ﹤0.01%
790
+424
1814
$52.3K ﹤0.01%
4,736
+4,709
1815
$52.1K ﹤0.01%
2,208
+221
1816
$52.1K ﹤0.01%
395
+158
1817
$52K ﹤0.01%
964
+1
1818
$52K ﹤0.01%
899
-285
1819
$52K ﹤0.01%
650
1820
$51.9K ﹤0.01%
2,362
1821
$51.8K ﹤0.01%
1,499
-157
1822
$51.6K ﹤0.01%
1,766
+97
1823
$51.6K ﹤0.01%
537
+6
1824
$51.1K ﹤0.01%
3,140
1825
$51K ﹤0.01%
1,151
+1
71 72
73
74 75