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
676
$595K 0.02%
+19,700
677
$593K 0.02%
14,767
-17,751
678
$593K 0.02%
349
+31
679
$592K 0.02%
5,725
+3,603
680
$592K 0.02%
28,096
+5,090
681
$592K 0.02%
5,639
-2,994
682
$590K 0.02%
2,983
-768
683
$587K 0.02%
6,911
+3,351
684
$586K 0.02%
2,838
-31
685
$581K 0.02%
20,510
+12,082
686
$577K 0.02%
14,777
+3,941
687
$575K 0.02%
9,538
+3,018
688
$575K 0.02%
5,094
+957
689
$574K 0.02%
31,898
+1,343
690
$569K 0.02%
29,116
-5,360
691
$568K 0.02%
4,503
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692
$568K 0.02%
5,658
+1,789
693
$566K 0.02%
952
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694
$565K 0.02%
11,748
+4,015
695
$564K 0.02%
16,074
696
$560K 0.02%
1,491
+719
697
$552K 0.02%
22,175
-2,991
698
$552K 0.02%
20,715
-445
699
$550K 0.02%
16,529
+4,110
700
$549K 0.02%
23,902
+6,995
26 27
28
29 30