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
4401
– –
0
4402
– –
0
4403
– –
0
4404
$27 ﹤0.01%
+17
4405
$27 ﹤0.01%
+1
4406
$27 ﹤0.01%
+1
4407
$27 ﹤0.01%
+1
4408
$26 ﹤0.01%
+1
4409
$26 ﹤0.01%
+1
4410
$26 ﹤0.01%
+11
4411
– –
0
4412
– –
0
4413
– –
0
4414
– –
0
4415
$25 ﹤0.01%
+9
4416
$25 ﹤0.01%
1
4417
$25 ﹤0.01%
+1
4418
– –
0
4419
$25 ﹤0.01%
+1
4420
$25 ﹤0.01%
+2
4421
$24 ﹤0.01%
+2
4422
$24 ﹤0.01%
+2
4423
– –
0
4424
$24 ﹤0.01%
3
4425
$24 ﹤0.01%
+11
175 176
177
178 179