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
1126
$200K 0.01%
2,082
+1,578
1127
$200K 0.01%
683
-29
1128
$198K 0.01%
2,165
+1,103
1129
$198K 0.01%
2,290
+72
1130
$197K 0.01%
3,883
+187
1131
$196K 0.01%
724
-2
1132
$195K 0.01%
1,973
+11
1133
$195K 0.01%
4,831
+33
1134
$194K 0.01%
1,727
-3
1135
$193K 0.01%
1,428
-7
1136
$193K 0.01%
8,582
1137
$192K 0.01%
1,332
-1,021
1138
$192K 0.01%
709
+200
1139
$192K 0.01%
3,974
+2,136
1140
$192K 0.01%
6,337
+2,553
1141
$190K 0.01%
2,535
+95
1142
$190K 0.01%
1,225
-57
1143
$190K 0.01%
1,754
+1,316
1144
$189K 0.01%
7,599
+1,580
1145
$188K 0.01%
390
-142
1146
$186K 0.01%
8,383
1147
$186K 0.01%
7,497
+120
1148
$186K 0.01%
3,068
1149
$186K 0.01%
2,068
1150
$186K 0.01%
3,651
+248
44 45
46
47 48