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
2176
$23.2K ﹤0.01%
1,350
2177
$23.2K ﹤0.01%
906
+3
2178
$23.1K ﹤0.01%
2,501
+1,983
2179
$23.1K ﹤0.01%
+2,000
2180
$23.1K ﹤0.01%
124
-31
2181
$23.1K ﹤0.01%
954
+827
2182
$23K ﹤0.01%
402
+78
2183
$23K ﹤0.01%
551
+51
2184
$23K ﹤0.01%
3,916
+128
2185
$22.9K ﹤0.01%
1,217
+17
2186
$22.8K ﹤0.01%
1,712
2187
$22.8K ﹤0.01%
575
+348
2188
$22.7K ﹤0.01%
1,172
2189
$22.7K ﹤0.01%
595
-5,129
2190
$22.7K ﹤0.01%
1,000
-96,461
2191
$22.6K ﹤0.01%
466
-56
2192
$22.6K ﹤0.01%
2,046
-1,112
2193
$22.5K ﹤0.01%
375
2194
$22.4K ﹤0.01%
1,123
+823
2195
$22.3K ﹤0.01%
1,651
+655
2196
$22.2K ﹤0.01%
273
+25
2197
$22.2K ﹤0.01%
391
+11
2198
$22.1K ﹤0.01%
175
2199
$22.1K ﹤0.01%
446
-1,495
2200
$22.1K ﹤0.01%
861
+11
86 87
88
89 90