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
2001
$35.3K ﹤0.01%
1,987
-34
2002
$35.3K ﹤0.01%
804
+598
2003
$35.3K ﹤0.01%
215
+27
2004
$35.3K ﹤0.01%
791
+27
2005
$35.2K ﹤0.01%
488
+57
2006
$35.2K ﹤0.01%
1,669
2007
$35.2K ﹤0.01%
3,985
+33
2008
$34.9K ﹤0.01%
714
-5
2009
$34.8K ﹤0.01%
6,392
2010
$34.7K ﹤0.01%
1,532
+833
2011
$34.6K ﹤0.01%
+6,873
2012
$34.6K ﹤0.01%
1,535
+135
2013
$34.5K ﹤0.01%
764
-13
2014
$34.4K ﹤0.01%
1,125
2015
$34.3K ﹤0.01%
3,695
-9,208
2016
$34.2K ﹤0.01%
340
+76
2017
$34.2K ﹤0.01%
+776
2018
$34.2K ﹤0.01%
967
2019
$34.1K ﹤0.01%
368
+14
2020
$34K ﹤0.01%
13,612
-819
2021
$34K ﹤0.01%
389
-22
2022
$33.9K ﹤0.01%
663
-107
2023
$33.9K ﹤0.01%
2,010
-80
2024
$33.8K ﹤0.01%
592
-72
2025
$33.6K ﹤0.01%
2,869
-2,380
79 80
81
82 83