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
1001
$265K 0.01%
1,851
+2
1002
$264K 0.01%
1,334
-292
1003
$264K 0.01%
1,397
-410
1004
$263K 0.01%
6,840
-121
1005
$263K 0.01%
12,197
+7,652
1006
$263K 0.01%
5,755
+519
1007
$262K 0.01%
368
+54
1008
$261K 0.01%
6,907
+367
1009
$261K 0.01%
1,824
-1,280
1010
$261K 0.01%
917
+74
1011
$260K 0.01%
7,067
-119
1012
$260K 0.01%
485
-250
1013
$260K 0.01%
4,984
-900
1014
$259K 0.01%
578
+196
1015
$258K 0.01%
1,352
-8
1016
$258K 0.01%
2,996
-35
1017
$257K 0.01%
18,437
+811
1018
$257K 0.01%
8,519
-350
1019
$256K 0.01%
2,165
+225
1020
$255K 0.01%
22,325
-797
1021
$253K 0.01%
6,497
1022
$253K 0.01%
5,858
+1,270
1023
$252K 0.01%
2,798
+1,997
1024
$252K 0.01%
1,795
-109
1025
$251K 0.01%
4,848
+182
39 40
41
42 43