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
2226
$20.9K ﹤0.01%
1,033
+533
2227
$20.8K ﹤0.01%
503
-100
2228
$20.6K ﹤0.01%
515
-95
2229
$20.5K ﹤0.01%
+600
2230
$20.5K ﹤0.01%
640
+8
2231
$20.5K ﹤0.01%
2,135
+74
2232
$20.5K ﹤0.01%
+500
2233
$20.5K ﹤0.01%
307
+297
2234
$20.5K ﹤0.01%
454
-46
2235
$20.4K ﹤0.01%
+581
2236
$20.4K ﹤0.01%
821
+251
2237
$20.3K ﹤0.01%
939
+176
2238
$20.3K ﹤0.01%
433
-161
2239
$20.3K ﹤0.01%
+1,200
2240
$20.2K ﹤0.01%
1,500
2241
$20.2K ﹤0.01%
371
-154
2242
$20.1K ﹤0.01%
110
-2
2243
$20K ﹤0.01%
+925
2244
$20K ﹤0.01%
+600
2245
$20K ﹤0.01%
172
+8
2246
$19.9K ﹤0.01%
309
+223
2247
$19.9K ﹤0.01%
9,500
2248
$19.9K ﹤0.01%
5,276
+271
2249
$19.9K ﹤0.01%
2,000
-20
2250
$19.9K ﹤0.01%
155
+98
88 89
90
91 92