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
3976
$114 ﹤0.01%
+8
3977
$114 ﹤0.01%
+2
3978
– –
0
3979
$114 ﹤0.01%
+15
3980
$113 ﹤0.01%
+10
3981
$113 ﹤0.01%
+6
3982
$113 ﹤0.01%
+31
3983
– –
0
3984
– –
0
3985
$112 ﹤0.01%
+3
3986
– –
0
3987
– –
-1,915
3988
– –
0
3989
$112 ﹤0.01%
+1
3990
– –
0
3991
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0
3992
– –
-1,000
3993
$111 ﹤0.01%
+5
3994
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0
3995
$110 ﹤0.01%
+3
3996
– –
0
3997
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0
3998
$110 ﹤0.01%
+17
3999
$110 ﹤0.01%
+5
4000
$109 ﹤0.01%
+4
158 159
160
161 162