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
3776
– –
0
3777
$187 ﹤0.01%
+1
3778
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0
3779
$186 ﹤0.01%
+10
3780
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0
3781
$186 ﹤0.01%
+28
3782
– –
0
3783
$186 ﹤0.01%
+24
3784
$185 ﹤0.01%
+10
3785
$185 ﹤0.01%
+8
3786
$184 ﹤0.01%
+30
3787
$182 ﹤0.01%
+2
3788
– –
0
3789
$181 ﹤0.01%
+13
3790
$181 ﹤0.01%
+10
3791
$181 ﹤0.01%
+21
3792
$181 ﹤0.01%
+7
3793
$181 ﹤0.01%
+3
3794
$180 ﹤0.01%
+5
3795
$180 ﹤0.01%
+26
3796
$180 ﹤0.01%
+4
3797
– –
0
3798
– –
0
3799
– –
0
3800
$178 ﹤0.01%
+4
150 151
152
153 154