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
3676
$224 ﹤0.01%
+23
3677
$224 ﹤0.01%
8
3678
$223 ﹤0.01%
+29
3679
$223 ﹤0.01%
+7
3680
– –
0
3681
$222 ﹤0.01%
+4
3682
$222 ﹤0.01%
+1
3683
– –
0
3684
$221 ﹤0.01%
+12
3685
– –
0
3686
$221 ﹤0.01%
+7
3687
$220 ﹤0.01%
52
+45
3688
– –
0
3689
– –
0
3690
$219 ﹤0.01%
+12
3691
$218 ﹤0.01%
+8
3692
$218 ﹤0.01%
+85
3693
– –
0
3694
$217 ﹤0.01%
+6
3695
– –
0
3696
$216 ﹤0.01%
4
3697
$215 ﹤0.01%
+28
3698
– –
0
3699
– –
0
3700
$215 ﹤0.01%
+31
146 147
148
149 150