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
3801
– –
0
3802
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3803
$176 ﹤0.01%
+14
3804
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-109
3805
$175 ﹤0.01%
1
-42
3806
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3807
$175 ﹤0.01%
+3
3808
$174 ﹤0.01%
+2
3809
– –
0
3810
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3811
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3812
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3813
– –
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3814
$172 ﹤0.01%
34
-16
3815
$172 ﹤0.01%
+4
3816
$171 ﹤0.01%
+50
3817
$170 ﹤0.01%
2
-8
3818
$170 ﹤0.01%
+6
3819
$170 ﹤0.01%
+5
3820
– –
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3821
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3822
$169 ﹤0.01%
7
-28
3823
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0
3824
$168 ﹤0.01%
+28
3825
$167 ﹤0.01%
+8
151 152
153
154 155