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
4376
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0
4377
$30 ﹤0.01%
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4378
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4379
$29 ﹤0.01%
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4380
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4381
$29 ﹤0.01%
+2
4382
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4383
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4384
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4385
$29 ﹤0.01%
+9
4386
$29 ﹤0.01%
+2
4387
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4388
$29 ﹤0.01%
+3
4389
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4390
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0
4391
$29 ﹤0.01%
+1
4392
$28 ﹤0.01%
+8
4393
$28 ﹤0.01%
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4394
$28 ﹤0.01%
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4395
$28 ﹤0.01%
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4396
$28 ﹤0.01%
+7
4397
– –
0
4398
$28 ﹤0.01%
+3
4399
$28 ﹤0.01%
+2
4400
$28 ﹤0.01%
+2
174 175
176
177 178