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
3651
$236 ﹤0.01%
+10
3652
$236 ﹤0.01%
30
-70
3653
– –
0
3654
$233 ﹤0.01%
+2
3655
– –
0
3656
$232 ﹤0.01%
+6
3657
$232 ﹤0.01%
+6
3658
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0
3659
$231 ﹤0.01%
+3
3660
$230 ﹤0.01%
+18
3661
$230 ﹤0.01%
11
3662
$229 ﹤0.01%
+8
3663
– –
0
3664
– –
0
3665
$228 ﹤0.01%
+39
3666
– –
0
3667
– –
0
3668
– –
0
3669
– –
0
3670
$227 ﹤0.01%
39
-274
3671
– –
0
3672
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0
3673
– –
0
3674
$225 ﹤0.01%
+12
3675
$224 ﹤0.01%
+10
145 146
147
148 149