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
3601
$269 ﹤0.01%
+26
3602
– –
-400
3603
$267 ﹤0.01%
+7
3604
– –
0
3605
– –
0
3606
$266 ﹤0.01%
+3
3607
– –
0
3608
– –
0
3609
$263 ﹤0.01%
+45
3610
– –
0
3611
– –
0
3612
$262 ﹤0.01%
5
+3
3613
$261 ﹤0.01%
+6
3614
$260 ﹤0.01%
+10
3615
$260 ﹤0.01%
+38
3616
$259 ﹤0.01%
+14
3617
$259 ﹤0.01%
3
+1
3618
– –
0
3619
$258 ﹤0.01%
+5
3620
$258 ﹤0.01%
13
-1,339
3621
$258 ﹤0.01%
9
-5
3622
– –
0
3623
$256 ﹤0.01%
+22
3624
$254 ﹤0.01%
8
-15
3625
$254 ﹤0.01%
+150
143 144
145
146 147