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
4276
$46 ﹤0.01%
+1
4277
$46 ﹤0.01%
+9
4278
– –
0
4279
– –
0
4280
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0
4281
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0
4282
– –
0
4283
$44 ﹤0.01%
+8
4284
$44 ﹤0.01%
+7
4285
– –
0
4286
$44 ﹤0.01%
+3
4287
– –
0
4288
– –
0
4289
$44 ﹤0.01%
+1
4290
$44 ﹤0.01%
+1
4291
$43 ﹤0.01%
11
-739
4292
– –
0
4293
$43 ﹤0.01%
+2
4294
$43 ﹤0.01%
+1
4295
$43 ﹤0.01%
+34
4296
$43 ﹤0.01%
+4
4297
$43 ﹤0.01%
+1
4298
$43 ﹤0.01%
1
4299
$43 ﹤0.01%
+6
4300
$43 ﹤0.01%
+14
170 171
172
173 174