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
2451
$12.5K ﹤0.01%
378
+68
2452
$12.4K ﹤0.01%
305
2453
$12.2K ﹤0.01%
387
2454
$12.2K ﹤0.01%
+5,000
2455
$12.1K ﹤0.01%
46
-15
2456
$12.1K ﹤0.01%
500
2457
$12.1K ﹤0.01%
941
+119
2458
$12K ﹤0.01%
624
2459
$12K ﹤0.01%
134
-596
2460
$12K ﹤0.01%
323
+141
2461
$12K ﹤0.01%
250
2462
$12K ﹤0.01%
+227
2463
$12K ﹤0.01%
300
-4,051
2464
$11.9K ﹤0.01%
+301
2465
$11.8K ﹤0.01%
730
2466
$11.7K ﹤0.01%
122
2467
$11.7K ﹤0.01%
166
+85
2468
$11.7K ﹤0.01%
150
2469
$11.7K ﹤0.01%
376
+14
2470
$11.6K ﹤0.01%
54
+4
2471
$11.6K ﹤0.01%
1,466
-34
2472
$11.5K ﹤0.01%
245
-25
2473
$11.5K ﹤0.01%
41
-71
2474
$11.5K ﹤0.01%
263
+19
2475
$11.5K ﹤0.01%
228
+4
97 98
99
100 101