IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
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
1
$84.7M 2.78%
338,411
+29,177
2
$67.5M 2.21%
115,087
+30,321
3
$51.2M 1.68%
100,081
-6,152
4
$48.3M 1.58%
117,568
-2,344
5
$46.8M 1.53%
348,845
+89,751
6
$38.8M 1.27%
91,951
+14,637
7
$36.4M 1.19%
528,452
-2,237
8
$34.5M 1.13%
157,452
+32,499
9
$31.6M 1.03%
390,200
-9,456
10
$30M 0.98%
1,216,819
+48,391
11
$28.8M 0.94%
99,630
-2,810
12
$28.1M 0.92%
822,189
+108,916
13
$27.6M 0.91%
46,954
-3,395
14
$25.6M 0.84%
135,448
+14,445
15
$25.1M 0.82%
507,185
+86,542
16
$24.9M 0.82%
893,086
+19,270
17
$24.8M 0.81%
45,963
+3,514
18
$23.4M 0.77%
100,745
+10,492
19
$22.3M 0.73%
49,156
+3,288
20
$21.3M 0.7%
769,708
+9,571
21
$21.1M 0.69%
352,951
+59,904
22
$21.1M 0.69%
120,225
+7,912
23
$21M 0.69%
163,204
+1,583
24
$20.6M 0.67%
752,814
+66,738
25
$19.7M 0.65%
487,193
+4,884
1
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