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
1276
$150K ﹤0.01%
2,760
+91
1277
$150K ﹤0.01%
2,867
-1,740
1278
$150K ﹤0.01%
2,487
+2,261
1279
$150K ﹤0.01%
1,328
-230
1280
$150K ﹤0.01%
2,417
+163
1281
$149K ﹤0.01%
914
+305
1282
$149K ﹤0.01%
3,247
-639
1283
$148K ﹤0.01%
577
+5
1284
$147K ﹤0.01%
4,777
1285
$147K ﹤0.01%
1,592
+762
1286
$147K ﹤0.01%
774
+62
1287
$147K ﹤0.01%
5,142
+122
1288
$147K ﹤0.01%
4,748
+188
1289
$147K ﹤0.01%
8,273
1290
$146K ﹤0.01%
4,053
+161
1291
$146K ﹤0.01%
6,280
-1,446
1292
$146K ﹤0.01%
9,099
1293
$146K ﹤0.01%
5,301
-87
1294
$146K ﹤0.01%
4,695
+192
1295
$145K ﹤0.01%
934
-4
1296
$145K ﹤0.01%
2,867
+14
1297
$145K ﹤0.01%
2,237
1298
$144K ﹤0.01%
3,236
1299
$144K ﹤0.01%
1,852
+269
1300
$143K ﹤0.01%
5,484
+1,582
50 51
52
53 54