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
4251
$51 ﹤0.01%
+6
4252
$51 ﹤0.01%
+3
4253
$51 ﹤0.01%
+1
4254
$51 ﹤0.01%
+6
4255
$50 ﹤0.01%
+10
4256
$50 ﹤0.01%
+3
4257
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4258
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4259
$50 ﹤0.01%
4
-207
4260
$50 ﹤0.01%
+3
4261
$50 ﹤0.01%
43
+6
4262
$49 ﹤0.01%
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4263
$49 ﹤0.01%
+2
4264
$49 ﹤0.01%
+1
4265
$49 ﹤0.01%
+2
4266
– –
0
4267
$49 ﹤0.01%
+1
4268
– –
0
4269
– –
0
4270
$48 ﹤0.01%
+4
4271
$48 ﹤0.01%
+1
4272
$48 ﹤0.01%
+10
4273
$48 ﹤0.01%
+1
4274
$47 ﹤0.01%
+1
4275
$46 ﹤0.01%
+28
169 170
171
172 173