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
4576
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0
4577
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4578
$2 ﹤0.01%
+1
4579
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4580
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16
+15
4581
$2 ﹤0.01%
+3
4582
$2 ﹤0.01%
+1
4583
$2 ﹤0.01%
2,665
4584
$1 ﹤0.01%
+1
4585
$1 ﹤0.01%
+1
4586
$1 ﹤0.01%
+2
4587
– –
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4588
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-2,343
4589
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4590
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4591
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4592
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4593
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4594
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4595
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4596
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4597
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4598
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4599
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4600
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-810
182 183
184
185 186