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
4076
– –
0
4077
$88 ﹤0.01%
26
-174
4078
$88 ﹤0.01%
+2
4079
$88 ﹤0.01%
+6
4080
$86 ﹤0.01%
206
4081
$86 ﹤0.01%
+4
4082
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0
4083
$86 ﹤0.01%
+6
4084
$86 ﹤0.01%
20
4085
$86 ﹤0.01%
+7
4086
$86 ﹤0.01%
+5
4087
$86 ﹤0.01%
+1
4088
$85 ﹤0.01%
+3
4089
– –
0
4090
$85 ﹤0.01%
+7
4091
$84 ﹤0.01%
+6
4092
$84 ﹤0.01%
39
-2,461
4093
$84 ﹤0.01%
+6
4094
$84 ﹤0.01%
+17
4095
$84 ﹤0.01%
+2
4096
$84 ﹤0.01%
+2
4097
$84 ﹤0.01%
2
-29
4098
– –
0
4099
– –
0
4100
$82 ﹤0.01%
+10
162 163
164
165 166