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
3551
$313 ﹤0.01%
+4
3552
– –
0
3553
– –
0
3554
– –
0
3555
– –
0
3556
$311 ﹤0.01%
+22
3557
– –
0
3558
$309 ﹤0.01%
+224
3559
– –
0
3560
$307 ﹤0.01%
+2
3561
$307 ﹤0.01%
+10
3562
– –
0
3563
$306 ﹤0.01%
114
3564
– –
0
3565
$304 ﹤0.01%
+5
3566
$300 ﹤0.01%
100
3567
$299 ﹤0.01%
16
+10
3568
$296 ﹤0.01%
+17
3569
$294 ﹤0.01%
13
-46
3570
$294 ﹤0.01%
+26
3571
$294 ﹤0.01%
10
3572
– –
0
3573
$292 ﹤0.01%
+9
3574
– –
0
3575
$291 ﹤0.01%
52
+2
141 142
143
144 145