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
2426
$13.3K ﹤0.01%
317
+2
2427
$13.3K ﹤0.01%
1,098
-1,353
2428
$13.3K ﹤0.01%
129
+13
2429
$13.3K ﹤0.01%
6,500
2430
$13.2K ﹤0.01%
+484
2431
$13.2K ﹤0.01%
772
+148
2432
$13.1K ﹤0.01%
187
+23
2433
$13.1K ﹤0.01%
98
-5
2434
$13K ﹤0.01%
279
2435
$13K ﹤0.01%
312
-300
2436
$12.9K ﹤0.01%
335
+27
2437
$12.9K ﹤0.01%
436
+3
2438
$12.9K ﹤0.01%
261
+1
2439
$12.8K ﹤0.01%
1,045
+87
2440
$12.8K ﹤0.01%
152
+3
2441
$12.7K ﹤0.01%
497
+324
2442
$12.7K ﹤0.01%
672
+2
2443
$12.6K ﹤0.01%
+700
2444
$12.6K ﹤0.01%
5,224
+24
2445
$12.6K ﹤0.01%
1,990
-10
2446
$12.6K ﹤0.01%
193
-7
2447
$12.5K ﹤0.01%
495
2448
$12.5K ﹤0.01%
2,000
2449
$12.5K ﹤0.01%
527
+64
2450
$12.5K ﹤0.01%
202
-47
96 97
98
99 100