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
2126
$26K ﹤0.01%
2,000
+830
2127
$25.9K ﹤0.01%
560
-55
2128
$25.9K ﹤0.01%
339
-271
2129
$25.9K ﹤0.01%
640
2130
$25.9K ﹤0.01%
1,427
-44
2131
$25.8K ﹤0.01%
192
+136
2132
$25.5K ﹤0.01%
22,215
+14,080
2133
$25.5K ﹤0.01%
2,877
+1,938
2134
$25.4K ﹤0.01%
1,334
-15
2135
$25.4K ﹤0.01%
330
+19
2136
$25.4K ﹤0.01%
89
+40
2137
$25.3K ﹤0.01%
391
-14
2138
$25.3K ﹤0.01%
902
2139
$25.3K ﹤0.01%
335
2140
$25.2K ﹤0.01%
252
+2
2141
$25.2K ﹤0.01%
739
-600
2142
$25.1K ﹤0.01%
+2,075
2143
$25.1K ﹤0.01%
280
+30
2144
$25K ﹤0.01%
491
+115
2145
$25K ﹤0.01%
296
+98
2146
$25K ﹤0.01%
1,000
2147
$25K ﹤0.01%
2,445
+516
2148
$24.9K ﹤0.01%
500
2149
$24.8K ﹤0.01%
437
+4
2150
$24.8K ﹤0.01%
356
84 85
86
87 88