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
3951
$125 ﹤0.01%
8
-81
3952
$124 ﹤0.01%
+5
3953
– –
0
3954
$124 ﹤0.01%
+3
3955
$124 ﹤0.01%
+2
3956
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0
3957
$123 ﹤0.01%
+3
3958
$123 ﹤0.01%
+2
3959
$123 ﹤0.01%
+4
3960
$122 ﹤0.01%
+8
3961
$122 ﹤0.01%
+5
3962
$122 ﹤0.01%
+2
3963
– –
0
3964
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0
3965
$120 ﹤0.01%
+36
3966
– –
0
3967
– –
0
3968
$119 ﹤0.01%
+5
3969
$118 ﹤0.01%
+7
3970
$118 ﹤0.01%
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3971
$118 ﹤0.01%
+1
3972
$117 ﹤0.01%
+16
3973
$116 ﹤0.01%
+150
3974
$115 ﹤0.01%
+11
3975
$114 ﹤0.01%
+4
157 158
159
160 161