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
3876
$147 ﹤0.01%
+2
3877
$147 ﹤0.01%
+4
3878
– –
0
3879
$146 ﹤0.01%
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3880
$146 ﹤0.01%
+11
3881
$146 ﹤0.01%
+11
3882
$145 ﹤0.01%
+13
3883
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3884
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3885
$145 ﹤0.01%
+16
3886
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3887
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3888
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3889
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3890
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3891
$143 ﹤0.01%
+34
3892
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3893
$142 ﹤0.01%
+3
3894
$142 ﹤0.01%
+25
3895
– –
0
3896
$141 ﹤0.01%
1
-1
3897
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0
3898
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3899
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0
3900
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0
154 155
156
157 158