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
2376
$15K ﹤0.01%
2,087
+201
2377
$15K ﹤0.01%
200
2378
$14.9K ﹤0.01%
658
+413
2379
$14.9K ﹤0.01%
1,000
2380
$14.9K ﹤0.01%
232
+4
2381
$14.8K ﹤0.01%
615
2382
$14.7K ﹤0.01%
182
-4
2383
$14.6K ﹤0.01%
112
+2
2384
$14.6K ﹤0.01%
+1,000
2385
$14.6K ﹤0.01%
593
-42
2386
$14.6K ﹤0.01%
371
2387
$14.6K ﹤0.01%
405
+5
2388
$14.5K ﹤0.01%
300
2389
$14.5K ﹤0.01%
14,500
-4,000
2390
$14.5K ﹤0.01%
207
+111
2391
$14.5K ﹤0.01%
160
+2
2392
$14.4K ﹤0.01%
45
-1
2393
$14.4K ﹤0.01%
+2,800
2394
$14.4K ﹤0.01%
+799
2395
$14.4K ﹤0.01%
86
-184
2396
$14.4K ﹤0.01%
411
2397
$14.3K ﹤0.01%
107
+44
2398
$14.2K ﹤0.01%
386
2399
$14.2K ﹤0.01%
1,673
-11
2400
$14.2K ﹤0.01%
353
94 95
96
97 98