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
1376
$121K ﹤0.01%
5,373
-2,011
1377
$121K ﹤0.01%
2,153
+1,363
1378
$121K ﹤0.01%
1,234
1379
$121K ﹤0.01%
3,400
1380
$121K ﹤0.01%
3,304
+2,768
1381
$120K ﹤0.01%
5,977
+3,518
1382
$119K ﹤0.01%
7,307
+469
1383
$119K ﹤0.01%
4,664
+633
1384
$119K ﹤0.01%
11,045
+3,000
1385
$119K ﹤0.01%
1,697
+477
1386
$119K ﹤0.01%
1,012
+918
1387
$119K ﹤0.01%
440
+385
1388
$118K ﹤0.01%
691
-19
1389
$117K ﹤0.01%
4,469
1390
$117K ﹤0.01%
1,257
+22
1391
$117K ﹤0.01%
2,560
+106
1392
$117K ﹤0.01%
1,502
+500
1393
$117K ﹤0.01%
25,000
1394
$116K ﹤0.01%
1,015
+782
1395
$116K ﹤0.01%
1,138
+336
1396
$116K ﹤0.01%
2,873
+1,683
1397
$116K ﹤0.01%
1,070
+50
1398
$116K ﹤0.01%
67
-5
1399
$115K ﹤0.01%
6,515
+189
1400
$115K ﹤0.01%
2,362
+108
54 55
56
57 58