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
2201
$22.1K ﹤0.01%
1,262
+718
2202
$22K ﹤0.01%
513
+291
2203
$22K ﹤0.01%
1,197
+272
2204
$21.9K ﹤0.01%
2,907
+157
2205
$21.9K ﹤0.01%
580
-149
2206
$21.9K ﹤0.01%
2,188
+10
2207
$21.9K ﹤0.01%
2,037
+37
2208
$21.9K ﹤0.01%
190
-40
2209
$21.9K ﹤0.01%
534
+55
2210
$21.8K ﹤0.01%
748
-127
2211
$21.8K ﹤0.01%
800
-2,600
2212
$21.7K ﹤0.01%
358
+150
2213
$21.6K ﹤0.01%
337
+1
2214
$21.6K ﹤0.01%
465
+2
2215
$21.4K ﹤0.01%
638
2216
$21.4K ﹤0.01%
985
-450
2217
$21.4K ﹤0.01%
+5,000
2218
$21.2K ﹤0.01%
699
+229
2219
$21.2K ﹤0.01%
850
2220
$21.1K ﹤0.01%
+1,504
2221
$21.1K ﹤0.01%
1,508
+10
2222
$21K ﹤0.01%
306
-19
2223
$21K ﹤0.01%
623
-37
2224
$21K ﹤0.01%
600
2225
$20.9K ﹤0.01%
322
+59
87 88
89
90 91