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
2326
$16.6K ﹤0.01%
+806
2327
$16.6K ﹤0.01%
500
2328
$16.6K ﹤0.01%
+245
2329
$16.6K ﹤0.01%
460
-40
2330
$16.5K ﹤0.01%
581
-44
2331
$16.5K ﹤0.01%
235
2332
$16.5K ﹤0.01%
169
-10
2333
$16.5K ﹤0.01%
+222
2334
$16.5K ﹤0.01%
363
+10
2335
$16.4K ﹤0.01%
48
-3
2336
$16.4K ﹤0.01%
1,742
-802
2337
$16.4K ﹤0.01%
241
-128
2338
$16.3K ﹤0.01%
+672
2339
$16.3K ﹤0.01%
450
-25
2340
$16.2K ﹤0.01%
858
+7
2341
$16.2K ﹤0.01%
322
-633
2342
$16.2K ﹤0.01%
1,603
+53
2343
$16.1K ﹤0.01%
1,000
2344
$16K ﹤0.01%
71
-38
2345
$16K ﹤0.01%
410
2346
$16K ﹤0.01%
274
+114
2347
$16K ﹤0.01%
916
+2
2348
$15.9K ﹤0.01%
+5,900
2349
$15.8K ﹤0.01%
993
+146
2350
$15.8K ﹤0.01%
+467
92 93
94
95 96