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
3826
$167 ﹤0.01%
153
+53
3827
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0
3828
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3829
$166 ﹤0.01%
+13
3830
$165 ﹤0.01%
+3
3831
$164 ﹤0.01%
4
-45
3832
$164 ﹤0.01%
+3
3833
$164 ﹤0.01%
+5
3834
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3835
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3836
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3837
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3838
$161 ﹤0.01%
+5
3839
$161 ﹤0.01%
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3840
$161 ﹤0.01%
+2
3841
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3842
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3843
$160 ﹤0.01%
+7
3844
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3845
$159 ﹤0.01%
+5
3846
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3847
$158 ﹤0.01%
+14
3848
$158 ﹤0.01%
+12
3849
– –
0
3850
$156 ﹤0.01%
+28
152 153
154
155 156