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
3451
$437 ﹤0.01%
+37
3452
$436 ﹤0.01%
+106
3453
$436 ﹤0.01%
36
-3
3454
$435 ﹤0.01%
+13
3455
$435 ﹤0.01%
+22
3456
– –
0
3457
– –
0
3458
$428 ﹤0.01%
+20
3459
$428 ﹤0.01%
+11
3460
$427 ﹤0.01%
39
3461
– –
0
3462
– –
0
3463
$425 ﹤0.01%
+95
3464
– –
0
3465
$424 ﹤0.01%
+18
3466
– –
0
3467
$422 ﹤0.01%
+22
3468
$421 ﹤0.01%
+13
3469
$416 ﹤0.01%
+9
3470
$413 ﹤0.01%
+11
3471
– –
0
3472
$408 ﹤0.01%
+13
3473
$407 ﹤0.01%
13
3474
$406 ﹤0.01%
+4
3475
$401 ﹤0.01%
5
-2
137 138
139
140 141