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
3701
– –
0
3702
$213 ﹤0.01%
3
+2
3703
$213 ﹤0.01%
+7
3704
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3705
– –
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3706
$212 ﹤0.01%
41
3707
– –
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3708
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3709
– –
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3710
$211 ﹤0.01%
+10
3711
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3712
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3713
– –
0
3714
– –
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3715
$210 ﹤0.01%
+19
3716
$209 ﹤0.01%
+6
3717
$209 ﹤0.01%
+12
3718
– –
0
3719
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3720
$208 ﹤0.01%
+12
3721
$207 ﹤0.01%
3
+1
3722
– –
0
3723
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3724
– –
0
3725
$206 ﹤0.01%
+6
147 148
149
150 151