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
1976
$36.6K ﹤0.01%
1,026
+168
1977
$36.5K ﹤0.01%
+4,318
1978
$36.5K ﹤0.01%
810
+43
1979
$36.4K ﹤0.01%
+1,800
1980
$36.2K ﹤0.01%
240
+9
1981
$36.2K ﹤0.01%
+585
1982
$36.2K ﹤0.01%
+1,260
1983
$36.1K ﹤0.01%
+13,000
1984
$36.1K ﹤0.01%
+608
1985
$36.1K ﹤0.01%
+2,200
1986
$36.1K ﹤0.01%
460
-4
1987
$36.1K ﹤0.01%
802
+27
1988
$36K ﹤0.01%
1,351
-93
1989
$36K ﹤0.01%
1,686
+1,083
1990
$36K ﹤0.01%
7,011
-589
1991
$35.8K ﹤0.01%
6,985
-14,510
1992
$35.8K ﹤0.01%
500
1993
$35.8K ﹤0.01%
+1,400
1994
$35.7K ﹤0.01%
1,409
-1,350
1995
$35.7K ﹤0.01%
1,510
1996
$35.7K ﹤0.01%
1,671
-46
1997
$35.6K ﹤0.01%
270
-290
1998
$35.6K ﹤0.01%
520
+28
1999
$35.5K ﹤0.01%
2,029
-10
2000
$35.4K ﹤0.01%
1,500
+200
78 79
80
81 82