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
4351
$34 ﹤0.01%
+1
4352
$33 ﹤0.01%
+2
4353
$33 ﹤0.01%
+5
4354
$33 ﹤0.01%
+3
4355
$33 ﹤0.01%
+1
4356
– –
0
4357
$33 ﹤0.01%
+9
4358
– –
0
4359
$32 ﹤0.01%
+20
4360
$32 ﹤0.01%
+4
4361
$32 ﹤0.01%
+15
4362
$32 ﹤0.01%
+3
4363
$32 ﹤0.01%
+1
4364
$32 ﹤0.01%
+5
4365
$32 ﹤0.01%
+1
4366
– –
0
4367
$32 ﹤0.01%
+8
4368
– –
0
4369
– –
0
4370
$31 ﹤0.01%
+1
4371
$31 ﹤0.01%
+3
4372
– –
0
4373
$31 ﹤0.01%
+1
4374
– –
0
4375
$31 ﹤0.01%
+1
173 174
175
176 177