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
3426
$479 ﹤0.01%
88
-21
3427
$479 ﹤0.01%
+18
3428
$475 ﹤0.01%
+15
3429
– –
0
3430
$470 ﹤0.01%
83
+15
3431
$469 ﹤0.01%
+1
3432
$468 ﹤0.01%
+21
3433
$468 ﹤0.01%
74
+3
3434
$467 ﹤0.01%
+5
3435
$467 ﹤0.01%
+17
3436
– –
0
3437
$465 ﹤0.01%
+13
3438
$461 ﹤0.01%
12
3439
$459 ﹤0.01%
+17
3440
$459 ﹤0.01%
+28
3441
$458 ﹤0.01%
+12
3442
$451 ﹤0.01%
+14
3443
– –
0
3444
$449 ﹤0.01%
+7
3445
$447 ﹤0.01%
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3446
$446 ﹤0.01%
+7
3447
– –
-50
3448
$444 ﹤0.01%
276
+17
3449
$443 ﹤0.01%
+6
3450
$441 ﹤0.01%
+2
136 137
138
139 140