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
1876
$44.9K ﹤0.01%
133
+80
1877
$44.9K ﹤0.01%
765
+69
1878
$44.8K ﹤0.01%
3,417
+17
1879
$44.8K ﹤0.01%
358
-24
1880
$44.4K ﹤0.01%
1,585
-4,691
1881
$44.3K ﹤0.01%
508
-1
1882
$44K ﹤0.01%
2,000
-2,000
1883
$44K ﹤0.01%
1,007
+7
1884
$43.8K ﹤0.01%
1,396
-14
1885
$43.7K ﹤0.01%
46,253
+2,753
1886
$43.7K ﹤0.01%
219
+9
1887
$43.6K ﹤0.01%
4,448
+854
1888
$43.5K ﹤0.01%
494
+290
1889
$43.4K ﹤0.01%
2,030
1890
$43.3K ﹤0.01%
+289
1891
$43.1K ﹤0.01%
1,002
+11
1892
$43.1K ﹤0.01%
1,596
-1,714
1893
$42.9K ﹤0.01%
2,038
-2,504
1894
$42.9K ﹤0.01%
+2,211
1895
$42.9K ﹤0.01%
137
+131
1896
$42.9K ﹤0.01%
380
1897
$42.9K ﹤0.01%
8,010
1898
$42.7K ﹤0.01%
206
+178
1899
$42.7K ﹤0.01%
+288
1900
$42.5K ﹤0.01%
5,214
-106
74 75
76
77 78