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
3526
$338 ﹤0.01%
+6
3527
– –
-167
3528
$337 ﹤0.01%
+34
3529
$335 ﹤0.01%
21
+5
3530
$335 ﹤0.01%
86
+11
3531
$335 ﹤0.01%
+2
3532
– –
0
3533
– –
0
3534
$332 ﹤0.01%
+2
3535
$330 ﹤0.01%
10
+1
3536
– –
0
3537
$329 ﹤0.01%
+9
3538
$329 ﹤0.01%
+6
3539
$326 ﹤0.01%
+12
3540
– –
0
3541
– –
0
3542
– –
0
3543
– –
0
3544
$319 ﹤0.01%
+8
3545
– –
0
3546
$316 ﹤0.01%
+16
3547
– –
0
3548
$315 ﹤0.01%
+8
3549
$314 ﹤0.01%
+8
3550
$313 ﹤0.01%
+8
140 141
142
143 144