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
1901
$42.5K ﹤0.01%
3,889
-4,827
1902
$42.5K ﹤0.01%
471
1903
$42.4K ﹤0.01%
1,797
+13
1904
$42.3K ﹤0.01%
1,450
-55
1905
$42.2K ﹤0.01%
1,319
+18
1906
$42.2K ﹤0.01%
646
1907
$41.9K ﹤0.01%
4,495
-13,449
1908
$41.9K ﹤0.01%
224
+43
1909
$41.9K ﹤0.01%
741
1910
$41.7K ﹤0.01%
844
+817
1911
$41.7K ﹤0.01%
1,540
1912
$41.6K ﹤0.01%
4,721
1913
$41.6K ﹤0.01%
116
+97
1914
$41.6K ﹤0.01%
677
+124
1915
$41.5K ﹤0.01%
636
+412
1916
$41.2K ﹤0.01%
434
+15
1917
$41.2K ﹤0.01%
3,099
+306
1918
$41.1K ﹤0.01%
699
-204
1919
$40.9K ﹤0.01%
1,666
+133
1920
$40.9K ﹤0.01%
1,700
1921
$40.8K ﹤0.01%
1,668
1922
$40.6K ﹤0.01%
2,666
-182
1923
$40.5K ﹤0.01%
857
+50
1924
$40.5K ﹤0.01%
2,318
+2,285
1925
$40.4K ﹤0.01%
405
+22
75 76
77
78 79