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
3326
$779 ﹤0.01%
+23
3327
$777 ﹤0.01%
28
-8
3328
$772 ﹤0.01%
80
3329
$772 ﹤0.01%
417
3330
$760 ﹤0.01%
+102
3331
$760 ﹤0.01%
434
+29
3332
$755 ﹤0.01%
55
-8
3333
$754 ﹤0.01%
83
+81
3334
$747 ﹤0.01%
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3335
$746 ﹤0.01%
100
3336
$744 ﹤0.01%
100
3337
$731 ﹤0.01%
7
+3
3338
$731 ﹤0.01%
33
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3339
$727 ﹤0.01%
+40
3340
$726 ﹤0.01%
+147
3341
$720 ﹤0.01%
30
3342
$717 ﹤0.01%
15
+4
3343
$716 ﹤0.01%
+16
3344
– –
-15
3345
$715 ﹤0.01%
+146
3346
– –
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3347
$700 ﹤0.01%
+170
3348
$692 ﹤0.01%
53
3349
– –
0
3350
$688 ﹤0.01%
+50
132 133
134
135 136