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
2151
$24.6K ﹤0.01%
285
2152
$24.6K ﹤0.01%
700
+100
2153
$24.6K ﹤0.01%
+4,000
2154
$24.5K ﹤0.01%
+187
2155
$24.5K ﹤0.01%
409
-559
2156
$24.5K ﹤0.01%
241
+6
2157
$24.4K ﹤0.01%
719
+10
2158
$24.3K ﹤0.01%
766
-34
2159
$24.3K ﹤0.01%
+2,043
2160
$24.2K ﹤0.01%
1,074
+104
2161
$24.2K ﹤0.01%
276
+18
2162
$24.1K ﹤0.01%
15,000
2163
$24.1K ﹤0.01%
477
-393
2164
$24.1K ﹤0.01%
504
+20
2165
$23.9K ﹤0.01%
1,600
2166
$23.9K ﹤0.01%
1,000
2167
$23.9K ﹤0.01%
1,100
2168
$23.9K ﹤0.01%
469
2169
$23.9K ﹤0.01%
1,545
+73
2170
$23.7K ﹤0.01%
965
+262
2171
$23.7K ﹤0.01%
224
-13
2172
$23.6K ﹤0.01%
3,238
2173
$23.5K ﹤0.01%
605
-163
2174
$23.5K ﹤0.01%
+950
2175
$23.2K ﹤0.01%
2,669
-923
85 86
87
88 89