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
4226
– –
0
4227
$55 ﹤0.01%
+48
4228
$55 ﹤0.01%
+3
4229
$55 ﹤0.01%
+2
4230
$55 ﹤0.01%
+1
4231
$55 ﹤0.01%
+30
4232
$55 ﹤0.01%
+1
4233
– –
0
4234
$54 ﹤0.01%
+35
4235
$54 ﹤0.01%
+1
4236
– –
0
4237
$54 ﹤0.01%
+1
4238
$54 ﹤0.01%
+1
4239
$54 ﹤0.01%
18
4240
$53 ﹤0.01%
+1
4241
$53 ﹤0.01%
+20
4242
– –
0
4243
– –
0
4244
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0
4245
– –
0
4246
$52 ﹤0.01%
+17
4247
$52 ﹤0.01%
+38
4248
$51 ﹤0.01%
+4
4249
$51 ﹤0.01%
+5
4250
$51 ﹤0.01%
3
-259
168 169
170
171 172