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
4126
$77 ﹤0.01%
+2
4127
– –
0
4128
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0
4129
$76 ﹤0.01%
+2
4130
$75 ﹤0.01%
24
+23
4131
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0
4132
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4133
$74 ﹤0.01%
+7
4134
$74 ﹤0.01%
+1
4135
$73 ﹤0.01%
+12
4136
$73 ﹤0.01%
+5
4137
$72 ﹤0.01%
+17
4138
$72 ﹤0.01%
+8
4139
– –
0
4140
$71 ﹤0.01%
3
-6
4141
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0
4142
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0
4143
$71 ﹤0.01%
+3
4144
– –
0
4145
$71 ﹤0.01%
+5
4146
$71 ﹤0.01%
+1
4147
$71 ﹤0.01%
+1
4148
$70 ﹤0.01%
10
-200
4149
$70 ﹤0.01%
+2
4150
– –
0
164 165
166
167 168