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
2826
$4.49K ﹤0.01%
106
+6
2827
$4.49K ﹤0.01%
115
2828
$4.48K ﹤0.01%
196
-4
2829
$4.48K ﹤0.01%
1,115
2830
$4.43K ﹤0.01%
93
2831
$4.42K ﹤0.01%
142
-51
2832
$4.41K ﹤0.01%
268
+52
2833
$4.39K ﹤0.01%
283
+163
2834
$4.37K ﹤0.01%
58
+24
2835
$4.36K ﹤0.01%
+192
2836
$4.35K ﹤0.01%
428
+398
2837
$4.32K ﹤0.01%
100
-600
2838
$4.32K ﹤0.01%
136
2839
$4.31K ﹤0.01%
135
2840
$4.31K ﹤0.01%
225
2841
$4.3K ﹤0.01%
199
+6
2842
$4.29K ﹤0.01%
200
2843
$4.29K ﹤0.01%
+161
2844
$4.29K ﹤0.01%
36
+2
2845
$4.29K ﹤0.01%
104
+17
2846
$4.28K ﹤0.01%
279
+1
2847
$4.28K ﹤0.01%
129
-4,642
2848
$4.27K ﹤0.01%
+200
2849
$4.26K ﹤0.01%
+2,000
2850
$4.21K ﹤0.01%
135
112 113
114
115 116