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
1826
$51K ﹤0.01%
2,215
1827
$51K ﹤0.01%
2,329
1828
$50.9K ﹤0.01%
445
+30
1829
$50.9K ﹤0.01%
156
-127
1830
$50.8K ﹤0.01%
+730
1831
$50.5K ﹤0.01%
371
-1,213
1832
$50.5K ﹤0.01%
+4,583
1833
$50.2K ﹤0.01%
1,003
1834
$50.1K ﹤0.01%
1,836
+32
1835
$50.1K ﹤0.01%
1,883
+723
1836
$49.9K ﹤0.01%
+1,944
1837
$49.8K ﹤0.01%
1,393
+195
1838
$49.8K ﹤0.01%
2,841
+2,493
1839
$49.5K ﹤0.01%
3,875
+300
1840
$49.3K ﹤0.01%
3,404
+295
1841
$49.3K ﹤0.01%
+3,501
1842
$49.1K ﹤0.01%
1,021
1843
$49.1K ﹤0.01%
1,150
-76
1844
$49.1K ﹤0.01%
+11,000
1845
$49K ﹤0.01%
1,950
1846
$48.9K ﹤0.01%
651
1847
$48.7K ﹤0.01%
44
+7
1848
$48.5K ﹤0.01%
3,095
+621
1849
$48.2K ﹤0.01%
1,395
1850
$48.2K ﹤0.01%
+1,975
72 73
74
75 76