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
2401
$14.2K ﹤0.01%
476
+17
2402
$14.2K ﹤0.01%
650
2403
$14.1K ﹤0.01%
88
-505
2404
$14.1K ﹤0.01%
1,105
+40
2405
$14.1K ﹤0.01%
+700
2406
$14K ﹤0.01%
300
2407
$14K ﹤0.01%
1,065
2408
$13.9K ﹤0.01%
300
2409
$13.9K ﹤0.01%
1,700
2410
$13.9K ﹤0.01%
191
+87
2411
$13.8K ﹤0.01%
365
2412
$13.8K ﹤0.01%
1,217
+1,152
2413
$13.8K ﹤0.01%
393
+38
2414
$13.8K ﹤0.01%
+500
2415
$13.7K ﹤0.01%
37
-112
2416
$13.7K ﹤0.01%
374
+4
2417
$13.7K ﹤0.01%
395
+10
2418
$13.7K ﹤0.01%
500
2419
$13.6K ﹤0.01%
+283
2420
$13.5K ﹤0.01%
526
+41
2421
$13.5K ﹤0.01%
+5,000
2422
$13.4K ﹤0.01%
2,500
-115,003
2423
$13.4K ﹤0.01%
2,662
2424
$13.4K ﹤0.01%
212
+6
2425
$13.4K ﹤0.01%
25
+2
95 96
97
98 99