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
2101
$27.6K ﹤0.01%
136
-2
2102
$27.4K ﹤0.01%
2,621
+33
2103
$27.4K ﹤0.01%
371
+1
2104
$27.4K ﹤0.01%
95
+69
2105
$27.4K ﹤0.01%
+1,655
2106
$27.4K ﹤0.01%
938
+126
2107
$27.2K ﹤0.01%
189
-17
2108
$27.2K ﹤0.01%
156
+2
2109
$27K ﹤0.01%
+6,168
2110
$26.8K ﹤0.01%
494
+14
2111
$26.8K ﹤0.01%
2,650
+844
2112
$26.7K ﹤0.01%
2,119
-2,420
2113
$26.7K ﹤0.01%
3,000
2114
$26.6K ﹤0.01%
494
-6
2115
$26.6K ﹤0.01%
132
+8
2116
$26.6K ﹤0.01%
1,341
+70
2117
$26.6K ﹤0.01%
348
2118
$26.6K ﹤0.01%
+400
2119
$26.4K ﹤0.01%
431
+6
2120
$26.3K ﹤0.01%
550
2121
$26.3K ﹤0.01%
1,095
2122
$26.3K ﹤0.01%
427
-63
2123
$26.2K ﹤0.01%
1,323
+14
2124
$26.2K ﹤0.01%
191
+16
2125
$26.1K ﹤0.01%
484
-15,332
83 84
85
86 87