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
4176
– –
0
4177
$65 ﹤0.01%
+1
4178
$64 ﹤0.01%
+29
4179
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4180
$64 ﹤0.01%
+3
4181
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4182
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4183
$63 ﹤0.01%
+1
4184
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4185
$63 ﹤0.01%
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4186
$63 ﹤0.01%
+5
4187
$63 ﹤0.01%
+3
4188
– –
0
4189
$62 ﹤0.01%
+4
4190
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0
4191
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0
4192
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0
4193
$61 ﹤0.01%
+16
4194
$61 ﹤0.01%
+4
4195
$61 ﹤0.01%
+1
4196
$60 ﹤0.01%
10
+5
4197
$60 ﹤0.01%
+10
4198
$60 ﹤0.01%
+1
4199
– –
0
4200
$60 ﹤0.01%
+9
166 167
168
169 170