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
4051
$94 ﹤0.01%
+68
4052
– –
0
4053
$94 ﹤0.01%
40
4054
$93 ﹤0.01%
+12
4055
– –
0
4056
– –
0
4057
– –
0
4058
– –
0
4059
$92 ﹤0.01%
+1
4060
$92 ﹤0.01%
+1
4061
$92 ﹤0.01%
+14
4062
$92 ﹤0.01%
+10
4063
$92 ﹤0.01%
+3
4064
$91 ﹤0.01%
+1
4065
– –
0
4066
$91 ﹤0.01%
+5
4067
$91 ﹤0.01%
+50
4068
$91 ﹤0.01%
3
+2
4069
$91 ﹤0.01%
+5
4070
$90 ﹤0.01%
+3
4071
$90 ﹤0.01%
+3
4072
$90 ﹤0.01%
+75
4073
– –
0
4074
– –
0
4075
– –
0
161 162
163
164 165