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
3476
$401 ﹤0.01%
10
3477
– –
0
3478
$399 ﹤0.01%
+53
3479
$398 ﹤0.01%
+3
3480
– –
0
3481
– –
0
3482
– –
0
3483
$389 ﹤0.01%
+33
3484
– –
0
3485
$384 ﹤0.01%
14
-1,432
3486
$384 ﹤0.01%
+13
3487
$382 ﹤0.01%
+5
3488
$381 ﹤0.01%
+5
3489
$381 ﹤0.01%
+9
3490
– –
0
3491
$377 ﹤0.01%
+29
3492
$376 ﹤0.01%
+41
3493
$375 ﹤0.01%
+6
3494
$375 ﹤0.01%
46
+6
3495
– –
0
3496
$372 ﹤0.01%
+2
3497
$369 ﹤0.01%
+4
3498
– –
0
3499
$366 ﹤0.01%
142
3500
$364 ﹤0.01%
7,900
138 139
140
141 142