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
1926
$40.3K ﹤0.01%
783
-254
1927
$40.3K ﹤0.01%
1,455
-5
1928
$40.2K ﹤0.01%
236
+62
1929
$40.2K ﹤0.01%
+298
1930
$40.2K ﹤0.01%
3,445
+85
1931
$40.1K ﹤0.01%
770
+495
1932
$40.1K ﹤0.01%
1,104
+473
1933
$39.8K ﹤0.01%
843
+124
1934
$39.4K ﹤0.01%
889
-1,000
1935
$39.3K ﹤0.01%
1,600
1936
$39.1K ﹤0.01%
965
1937
$39.1K ﹤0.01%
748
-2
1938
$39.1K ﹤0.01%
2,713
+45
1939
$39.1K ﹤0.01%
741
+1
1940
$38.8K ﹤0.01%
325
1941
$38.8K ﹤0.01%
251
+68
1942
$38.8K ﹤0.01%
1,575
1943
$38.7K ﹤0.01%
369
-92
1944
$38.7K ﹤0.01%
2,321
+30
1945
$38.7K ﹤0.01%
+1,613
1946
$38.7K ﹤0.01%
1,020
1947
$38.6K ﹤0.01%
1,679
-50
1948
$38.4K ﹤0.01%
466
1949
$38.3K ﹤0.01%
801
+109
1950
$38.3K ﹤0.01%
+1,500
76 77
78
79 80