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
3276
$993 ﹤0.01%
+20
3277
$986 ﹤0.01%
+13
3278
$983 ﹤0.01%
83
+5
3279
$980 ﹤0.01%
+43
3280
$977 ﹤0.01%
58
-6
3281
$976 ﹤0.01%
+50
3282
$968 ﹤0.01%
+5
3283
$965 ﹤0.01%
54
-15
3284
$961 ﹤0.01%
+12
3285
$961 ﹤0.01%
52
-31
3286
$960 ﹤0.01%
30
3287
$955 ﹤0.01%
+36
3288
$947 ﹤0.01%
10
+7
3289
$941 ﹤0.01%
45
3290
$930 ﹤0.01%
600
+500
3291
$927 ﹤0.01%
66
-87
3292
$923 ﹤0.01%
40
3293
$921 ﹤0.01%
+92
3294
$920 ﹤0.01%
64
3295
$920 ﹤0.01%
140
3296
$918 ﹤0.01%
+116
3297
$915 ﹤0.01%
96
-11
3298
– –
0
3299
$895 ﹤0.01%
+20
3300
$894 ﹤0.01%
+15
130 131
132
133 134