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
2051
$31.6K ﹤0.01%
236
-524
2052
$31.6K ﹤0.01%
559
+110
2053
$31.5K ﹤0.01%
301
-2
2054
$31.4K ﹤0.01%
1,215
-1,700
2055
$31.2K ﹤0.01%
1,574
+1,052
2056
$31K ﹤0.01%
725
+125
2057
$30.9K ﹤0.01%
573
2058
$30.8K ﹤0.01%
+4,000
2059
$30.8K ﹤0.01%
568
+8
2060
$30.8K ﹤0.01%
117
+83
2061
$30.7K ﹤0.01%
1,309
2062
$30.6K ﹤0.01%
3,003
+3
2063
$30.6K ﹤0.01%
834
2064
$30.4K ﹤0.01%
995
-5
2065
$30.4K ﹤0.01%
313
+201
2066
$30.4K ﹤0.01%
167
+36
2067
$30.2K ﹤0.01%
3,678
+947
2068
$30.2K ﹤0.01%
864
+7
2069
$29.9K ﹤0.01%
800
2070
$29.9K ﹤0.01%
195
-1
2071
$29.9K ﹤0.01%
1,177
+17
2072
$29.7K ﹤0.01%
+2,901
2073
$29.6K ﹤0.01%
639
-54
2074
$29.6K ﹤0.01%
3,646
+201
2075
$29.4K ﹤0.01%
3,678
+206
81 82
83
84 85