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
201
$3.35M 0.11%
140,411
-143,430
202
$3.35M 0.11%
41,354
+24,597
203
$3.35M 0.11%
12,673
+37
204
$3.3M 0.11%
18,628
+1,114
205
$3.3M 0.11%
37,797
+5,928
206
$3.29M 0.11%
105,003
+12,998
207
$3.28M 0.11%
28,424
+3,962
208
$3.28M 0.11%
86,640
+84,914
209
$3.28M 0.11%
41,747
+310
210
$3.27M 0.11%
14,360
+2,126
211
$3.27M 0.11%
68,492
+464
212
$3.27M 0.11%
91,165
+25,745
213
$3.27M 0.11%
68,744
+56,185
214
$3.26M 0.11%
56,084
+1,320
215
$3.25M 0.11%
9,733
+1,739
216
$3.21M 0.11%
20,885
+7,332
217
$3.21M 0.11%
77,718
+61,102
218
$3.19M 0.1%
19,629
+3,652
219
$3.18M 0.1%
12,868
-173
220
$3.17M 0.1%
63,167
+101
221
$3.17M 0.1%
7,469
-605
222
$3.16M 0.1%
13,110
+8,925
223
$3.16M 0.1%
122,118
+30,864
224
$3.14M 0.1%
35,225
+473
225
$3.13M 0.1%
96,213
+95,107
7 8
9
10 11