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
176
$3.89M 0.13%
40,142
+6,128
177
$3.85M 0.13%
21,153
+3,843
178
$3.85M 0.13%
31,955
+2,506
179
$3.84M 0.13%
10,920
+164
180
$3.77M 0.12%
19,076
-4,644
181
$3.76M 0.12%
83,838
+11,063
182
$3.75M 0.12%
10,343
+2,225
183
$3.7M 0.12%
52,535
+3,323
184
$3.7M 0.12%
110,875
-3,082
185
$3.69M 0.12%
16,297
+2,227
186
$3.64M 0.12%
14,961
+268
187
$3.59M 0.12%
37,042
+5,972
188
$3.57M 0.12%
59,226
+24,270
189
$3.55M 0.12%
19,177
+11,661
190
$3.54M 0.12%
112,659
+73,876
191
$3.5M 0.11%
57,122
+7,129
192
$3.46M 0.11%
20,730
+2,281
193
$3.45M 0.11%
17,425
+1,383
194
$3.43M 0.11%
48,878
+8,470
195
$3.42M 0.11%
24,768
-12,328
196
$3.42M 0.11%
32,102
+23,780
197
$3.42M 0.11%
55,842
+21,089
198
$3.41M 0.11%
30,420
+23,900
199
$3.38M 0.11%
62,387
-5,799
200
$3.36M 0.11%
183,010
-138,650
6 7
8
9 10