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
3626
$253 ﹤0.01%
+10
3627
– –
0
3628
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3629
$249 ﹤0.01%
+60
3630
$248 ﹤0.01%
+15
3631
$248 ﹤0.01%
+3
3632
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3633
$248 ﹤0.01%
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3634
$245 ﹤0.01%
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3635
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3636
$245 ﹤0.01%
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3637
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3638
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3639
$244 ﹤0.01%
+9
3640
$243 ﹤0.01%
8
+4
3641
– –
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3642
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3643
$241 ﹤0.01%
+49
3644
$240 ﹤0.01%
+42
3645
$240 ﹤0.01%
+4
3646
– –
0
3647
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3648
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3649
$237 ﹤0.01%
+3
3650
– –
0
144 145
146
147 148