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
4601
– –
-86
4602
– –
-30
4603
– –
-4,260
4604
– –
-283
4605
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-100
4606
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-280
4607
– –
-105
4608
– –
-1,000
4609
– –
-500
4610
– –
-56
4611
– –
-700
4612
– –
-56
4613
$0 ﹤0.01%
+3
4614
– –
-1,757
4615
– –
-85,301
4616
– –
-32
4617
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-50
4618
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-1,000
4619
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-200
4620
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0
4621
– –
-2,370
4622
– –
0
4623
– –
-850
4624
– –
-1
4625
– –
-282
183 184
185
186 187