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
3851
$156 ﹤0.01%
+6
3852
$156 ﹤0.01%
8
-12,227
3853
– –
0
3854
$155 ﹤0.01%
+1
3855
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0
3856
$155 ﹤0.01%
+21
3857
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0
3858
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3859
$154 ﹤0.01%
+11
3860
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0
3861
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0
3862
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0
3863
– –
0
3864
$152 ﹤0.01%
+3
3865
$151 ﹤0.01%
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3866
$151 ﹤0.01%
+103
3867
$150 ﹤0.01%
12
-88
3868
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0
3869
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0
3870
$149 ﹤0.01%
59
3871
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3872
$148 ﹤0.01%
+19
3873
$148 ﹤0.01%
+9
3874
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0
3875
$147 ﹤0.01%
+4
153 154
155
156 157