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
3401
$522 ﹤0.01%
+7
3402
$517 ﹤0.01%
15
3403
$517 ﹤0.01%
21
+11
3404
$515 ﹤0.01%
+18
3405
– –
-27
3406
$513 ﹤0.01%
16
3407
– –
-47
3408
$510 ﹤0.01%
65
+25
3409
$509 ﹤0.01%
+7
3410
$508 ﹤0.01%
8
-9,140
3411
– –
0
3412
– –
0
3413
$498 ﹤0.01%
+173
3414
$498 ﹤0.01%
150
3415
$498 ﹤0.01%
+23
3416
$498 ﹤0.01%
+28
3417
$497 ﹤0.01%
+4
3418
$496 ﹤0.01%
+16
3419
$495 ﹤0.01%
500
3420
– –
0
3421
$492 ﹤0.01%
27
3422
$486 ﹤0.01%
4
3423
$484 ﹤0.01%
+85
3424
$480 ﹤0.01%
+6
3425
$480 ﹤0.01%
+23
135 136
137
138 139