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
4026
$100 ﹤0.01%
+3
4027
$100 ﹤0.01%
+4
4028
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0
4029
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4030
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4031
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4032
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4033
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4034
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4035
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4036
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4037
$98 ﹤0.01%
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4038
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4039
$97 ﹤0.01%
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4040
$97 ﹤0.01%
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4041
$97 ﹤0.01%
+14
4042
– –
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4043
$97 ﹤0.01%
+12
4044
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4045
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4046
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4047
$95 ﹤0.01%
+9
4048
– –
0
4049
– –
0
4050
– –
0
160 161
162
163 164