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
1601
$76.9K ﹤0.01%
1,958
-19
1602
$76.8K ﹤0.01%
3,600
-403
1603
$76.7K ﹤0.01%
1,338
-45
1604
$76.6K ﹤0.01%
3,150
-1,345
1605
$76.4K ﹤0.01%
2,900
1606
$76.3K ﹤0.01%
+707
1607
$76K ﹤0.01%
+2,250
1608
$75.9K ﹤0.01%
421
+25
1609
$75.9K ﹤0.01%
7,951
+649
1610
$75.7K ﹤0.01%
2,897
+11
1611
$75.7K ﹤0.01%
1,321
1612
$75.5K ﹤0.01%
4,496
+1,908
1613
$75.4K ﹤0.01%
1,045
+21
1614
$75.4K ﹤0.01%
4,354
1615
$75.2K ﹤0.01%
1,460
+44
1616
$75.1K ﹤0.01%
576
-184
1617
$75K ﹤0.01%
628
+409
1618
$75K ﹤0.01%
+459
1619
$74.7K ﹤0.01%
1,640
-1,095
1620
$74.7K ﹤0.01%
3,366
+3,061
1621
$74.7K ﹤0.01%
+3,008
1622
$74.5K ﹤0.01%
1,965
+400
1623
$74.5K ﹤0.01%
4,058
+498
1624
$74.3K ﹤0.01%
1,295
-2
1625
$74.3K ﹤0.01%
962
-35
63 64
65
66 67