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
2351
$15.8K ﹤0.01%
465
2352
$15.8K ﹤0.01%
1,906
2353
$15.8K ﹤0.01%
552
-133
2354
$15.6K ﹤0.01%
404
2355
$15.6K ﹤0.01%
117
+6
2356
$15.6K ﹤0.01%
+3,500
2357
$15.5K ﹤0.01%
+802
2358
$15.5K ﹤0.01%
274
-33
2359
$15.5K ﹤0.01%
775
+1
2360
$15.5K ﹤0.01%
199
+9
2361
$15.4K ﹤0.01%
145
+3
2362
$15.3K ﹤0.01%
175
+1
2363
$15.3K ﹤0.01%
205
+5
2364
$15.3K ﹤0.01%
1,000
-453
2365
$15.3K ﹤0.01%
150
2366
$15.2K ﹤0.01%
300
2367
$15.2K ﹤0.01%
1,360
2368
$15.2K ﹤0.01%
322
2369
$15.2K ﹤0.01%
1,500
+1,200
2370
$15.1K ﹤0.01%
3,095
+73
2371
$15.1K ﹤0.01%
452
+307
2372
$15.1K ﹤0.01%
218
+1
2373
$15.1K ﹤0.01%
213
+125
2374
$15.1K ﹤0.01%
434
-288
2375
$15K ﹤0.01%
2,833
93 94
95
96 97