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
1851
$48.1K ﹤0.01%
4,000
+2,000
1852
$48.1K ﹤0.01%
429
+5
1853
$48.1K ﹤0.01%
5,218
-48,130
1854
$47.8K ﹤0.01%
+3,200
1855
$47.8K ﹤0.01%
1,405
+632
1856
$47.7K ﹤0.01%
729
1857
$47.6K ﹤0.01%
2,150
1858
$47.6K ﹤0.01%
3,400
1859
$47.5K ﹤0.01%
318
-32
1860
$47.1K ﹤0.01%
800
+500
1861
$46.9K ﹤0.01%
828
+153
1862
$46.8K ﹤0.01%
1,100
1863
$46.6K ﹤0.01%
959
+379
1864
$46.6K ﹤0.01%
8,238
+8,237
1865
$46.3K ﹤0.01%
167
+5
1866
$46.3K ﹤0.01%
454
+178
1867
$46.2K ﹤0.01%
348
+3
1868
$46K ﹤0.01%
630
+60
1869
$45.9K ﹤0.01%
569
+415
1870
$45.6K ﹤0.01%
118
+6
1871
$45.5K ﹤0.01%
2,246
+113
1872
$45.5K ﹤0.01%
316
-13
1873
$45.5K ﹤0.01%
493
+14
1874
$45.5K ﹤0.01%
+1,786
1875
$45.4K ﹤0.01%
1,250
+9
73 74
75
76 77