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
3576
$291 ﹤0.01%
+16
3577
– –
0
3578
$290 ﹤0.01%
+10
3579
$287 ﹤0.01%
+4
3580
– –
-50
3581
– –
0
3582
$284 ﹤0.01%
+8
3583
– –
0
3584
– –
0
3585
$283 ﹤0.01%
+68
3586
– –
0
3587
$282 ﹤0.01%
+2
3588
– –
0
3589
$278 ﹤0.01%
+6
3590
$277 ﹤0.01%
+4
3591
$277 ﹤0.01%
+7
3592
$277 ﹤0.01%
+12
3593
– –
0
3594
– –
0
3595
$275 ﹤0.01%
68
+28
3596
$274 ﹤0.01%
+2
3597
– –
-4
3598
$273 ﹤0.01%
+13
3599
– –
0
3600
$270 ﹤0.01%
+10
142 143
144
145 146