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
2251
$19.8K ﹤0.01%
440
-99
2252
$19.7K ﹤0.01%
800
2253
$19.7K ﹤0.01%
421
+13
2254
$19.7K ﹤0.01%
+1,064
2255
$19.6K ﹤0.01%
503
+3
2256
$19.6K ﹤0.01%
+2,289
2257
$19.6K ﹤0.01%
59
-93
2258
$19.6K ﹤0.01%
267
+10
2259
$19.6K ﹤0.01%
1,086
+23
2260
$19.5K ﹤0.01%
2,000
+1,000
2261
$19.5K ﹤0.01%
65
+5
2262
$19.5K ﹤0.01%
1,009
2263
$19.4K ﹤0.01%
328
+106
2264
$19.4K ﹤0.01%
506
+2
2265
$19.3K ﹤0.01%
1,860
-2,490
2266
$19.3K ﹤0.01%
110
+41
2267
$19.2K ﹤0.01%
448
+15
2268
$19.2K ﹤0.01%
226
+71
2269
$19.1K ﹤0.01%
1,269
+269
2270
$19.1K ﹤0.01%
219
+1
2271
$19K ﹤0.01%
224
+30
2272
$18.9K ﹤0.01%
55
+15
2273
$18.9K ﹤0.01%
2,797
+58
2274
$18.9K ﹤0.01%
82
+35
2275
$18.8K ﹤0.01%
812
-6
89 90
91
92 93