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
3751
$198 ﹤0.01%
+2
3752
$198 ﹤0.01%
+15
3753
– –
0
3754
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0
3755
$198 ﹤0.01%
+14
3756
$197 ﹤0.01%
4
-529
3757
$197 ﹤0.01%
7
+4
3758
– –
0
3759
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3760
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3761
$195 ﹤0.01%
+7
3762
$195 ﹤0.01%
+5
3763
$194 ﹤0.01%
33
-500
3764
$194 ﹤0.01%
+4
3765
$193 ﹤0.01%
+5
3766
$191 ﹤0.01%
+4
3767
$191 ﹤0.01%
+27
3768
$190 ﹤0.01%
50
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3769
$189 ﹤0.01%
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3770
$189 ﹤0.01%
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3771
$189 ﹤0.01%
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3772
$189 ﹤0.01%
+18
3773
$188 ﹤0.01%
+56
3774
– –
0
3775
$188 ﹤0.01%
+5
149 150
151
152 153