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
1951
$38.1K ﹤0.01%
+1,300
1952
$37.9K ﹤0.01%
557
-2,268
1953
$37.9K ﹤0.01%
1,246
1954
$37.9K ﹤0.01%
323
+3
1955
$37.7K ﹤0.01%
640
+103
1956
$37.7K ﹤0.01%
324
1957
$37.6K ﹤0.01%
794
+423
1958
$37.6K ﹤0.01%
1,074
-14
1959
$37.5K ﹤0.01%
224
+54
1960
$37.5K ﹤0.01%
758
1961
$37.5K ﹤0.01%
3,464
-1,879
1962
$37.5K ﹤0.01%
806
+8
1963
$37.5K ﹤0.01%
1,000
1964
$37.4K ﹤0.01%
418
+73
1965
$37.3K ﹤0.01%
2,038
+361
1966
$37.2K ﹤0.01%
17,479
+3,500
1967
$37K ﹤0.01%
2,260
1968
$37K ﹤0.01%
+430
1969
$36.9K ﹤0.01%
142
-3
1970
$36.8K ﹤0.01%
137
+32
1971
$36.8K ﹤0.01%
403
+41
1972
$36.8K ﹤0.01%
1,477
+1,277
1973
$36.8K ﹤0.01%
2,299
-99
1974
$36.7K ﹤0.01%
172
-123
1975
$36.7K ﹤0.01%
475
+63
77 78
79
80 81