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
4426
$23 ﹤0.01%
+1
4427
$23 ﹤0.01%
+16
4428
$23 ﹤0.01%
+2
4429
$23 ﹤0.01%
+2
4430
– –
0
4431
$23 ﹤0.01%
+2
4432
– –
0
4433
$23 ﹤0.01%
+1
4434
$22 ﹤0.01%
+1
4435
– –
0
4436
– –
0
4437
$22 ﹤0.01%
1
4438
– –
0
4439
$21 ﹤0.01%
+1
4440
$21 ﹤0.01%
+7
4441
$21 ﹤0.01%
3
4442
$21 ﹤0.01%
+4
4443
– –
0
4444
$21 ﹤0.01%
1
4445
$21 ﹤0.01%
+7
4446
$21 ﹤0.01%
+1
4447
– –
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4448
$21 ﹤0.01%
+1
4449
$20 ﹤0.01%
+2
4450
$20 ﹤0.01%
2
176 177
178
179 180