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
3351
$679 ﹤0.01%
+8
3352
– –
0
3353
$675 ﹤0.01%
+114
3354
$670 ﹤0.01%
2,000
-250
3355
$663 ﹤0.01%
55
3356
$658 ﹤0.01%
844
3357
– –
0
3358
$657 ﹤0.01%
+28
3359
– –
0
3360
– –
0
3361
– –
0
3362
$626 ﹤0.01%
+63
3363
$624 ﹤0.01%
+6
3364
– –
0
3365
$620 ﹤0.01%
+4
3366
$618 ﹤0.01%
+23
3367
$615 ﹤0.01%
25
3368
– –
0
3369
$613 ﹤0.01%
205
+5
3370
$611 ﹤0.01%
24
3371
– –
0
3372
$610 ﹤0.01%
27
+4
3373
$604 ﹤0.01%
10
3374
– –
0
3375
$598 ﹤0.01%
+31
133 134
135
136 137