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
3901
$139 ﹤0.01%
+5
3902
– –
0
3903
$138 ﹤0.01%
+1
3904
$138 ﹤0.01%
+18
3905
– –
0
3906
– –
0
3907
$138 ﹤0.01%
20
-3
3908
$137 ﹤0.01%
115
3909
– –
0
3910
$137 ﹤0.01%
+5
3911
$137 ﹤0.01%
14
-575
3912
$137 ﹤0.01%
16
3913
$136 ﹤0.01%
+88
3914
– –
0
3915
– –
0
3916
$135 ﹤0.01%
1
-98
3917
– –
0
3918
– –
-2
3919
$134 ﹤0.01%
1
-49
3920
– –
-14
3921
$133 ﹤0.01%
+50
3922
$132 ﹤0.01%
+26
3923
– –
0
3924
– –
0
3925
$132 ﹤0.01%
+74
155 156
157
158 159