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
2751
$5.51K ﹤0.01%
+218
2752
$5.51K ﹤0.01%
94
+57
2753
$5.5K ﹤0.01%
291
+282
2754
$5.49K ﹤0.01%
51
-21
2755
$5.49K ﹤0.01%
+25
2756
$5.49K ﹤0.01%
249
2757
$5.48K ﹤0.01%
48
-10
2758
$5.48K ﹤0.01%
123
+90
2759
$5.47K ﹤0.01%
105
-105
2760
$5.46K ﹤0.01%
176
-4,391
2761
$5.46K ﹤0.01%
150
-41
2762
$5.46K ﹤0.01%
118
+1
2763
$5.45K ﹤0.01%
41
+36
2764
$5.43K ﹤0.01%
165
2765
$5.41K ﹤0.01%
259
2766
$5.4K ﹤0.01%
444
+158
2767
$5.38K ﹤0.01%
170
2768
$5.37K ﹤0.01%
245
2769
$5.31K ﹤0.01%
16
-59
2770
$5.3K ﹤0.01%
500
2771
$5.28K ﹤0.01%
147
-674
2772
$5.27K ﹤0.01%
1,490
+312
2773
$5.26K ﹤0.01%
28
+3
2774
$5.23K ﹤0.01%
+500
2775
$5.2K ﹤0.01%
25
-78
109 110
111
112 113