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
4101
$82 ﹤0.01%
+1
4102
$82 ﹤0.01%
+2
4103
$81 ﹤0.01%
+9
4104
$81 ﹤0.01%
+34
4105
$81 ﹤0.01%
+1
4106
– –
0
4107
– –
0
4108
$80 ﹤0.01%
+2
4109
$80 ﹤0.01%
+4
4110
$80 ﹤0.01%
+10
4111
– –
0
4112
$79 ﹤0.01%
+2
4113
– –
0
4114
$79 ﹤0.01%
+5
4115
– –
0
4116
$78 ﹤0.01%
+6
4117
$78 ﹤0.01%
+5
4118
$78 ﹤0.01%
+9
4119
– –
0
4120
– –
0
4121
– –
0
4122
– –
0
4123
$77 ﹤0.01%
+12
4124
$77 ﹤0.01%
+1
4125
$77 ﹤0.01%
+10
163 164
165
166 167