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
3501
$363 ﹤0.01%
171
-2,060
3502
$362 ﹤0.01%
1
-10
3503
$361 ﹤0.01%
+8
3504
$361 ﹤0.01%
40
-3,102
3505
$359 ﹤0.01%
+191
3506
– –
0
3507
– –
0
3508
$357 ﹤0.01%
3
+1
3509
$357 ﹤0.01%
+32
3510
$356 ﹤0.01%
200
3511
$356 ﹤0.01%
+5
3512
$356 ﹤0.01%
+8
3513
$353 ﹤0.01%
+51
3514
$349 ﹤0.01%
4
-341
3515
– –
0
3516
$349 ﹤0.01%
81
+44
3517
$347 ﹤0.01%
90
-10
3518
– –
0
3519
– –
0
3520
$342 ﹤0.01%
27
+3
3521
– –
0
3522
$340 ﹤0.01%
9
3523
$339 ﹤0.01%
+33
3524
$339 ﹤0.01%
+3
3525
$339 ﹤0.01%
90
+10
139 140
141
142 143