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
$5.14B
AUM Growth
+$2.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,204
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$10.8M
3
+$10.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$8.91M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$8.42M

Top Sells

1
+$13.9M
2
+$11.2M
3
+$11.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$9.72M
5
BJUL icon
Innovator US Equity Buffer ETF July
BJUL
+$6.37M

Sector Composition

1 Technology 3%
2 Consumer Discretionary 1.9%
3 Financials 1.75%
4 Healthcare 1.49%
5 Communication Services 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.79M 0.03%
61,997
+8,859
227
$1.78M 0.03%
16,790
-17,717
228
$1.78M 0.03%
7,900
+693
229
$1.77M 0.03%
21,722
+234
230
$1.76M 0.03%
14,850
+1,293
231
$1.76M 0.03%
44,093
-13,387
232
$1.75M 0.03%
46,226
+7,203
233
$1.75M 0.03%
13,266
+4,900
234
$1.75M 0.03%
18,117
+1,159
235
$1.73M 0.03%
+69,024
236
$1.73M 0.03%
22,909
-1,123
237
$1.73M 0.03%
46,992
+302
238
$1.72M 0.03%
38,774
-6,810
239
$1.72M 0.03%
16,290
-59
240
$1.71M 0.03%
26,932
+693
241
$1.71M 0.03%
10,118
+133
242
$1.7M 0.03%
6,426
+739
243
$1.66M 0.03%
34,002
-574
244
$1.65M 0.03%
34,960
+3,700
245
$1.65M 0.03%
121,680
-62,120
246
$1.64M 0.03%
27,270
-24,066
247
$1.64M 0.03%
32,194
+29,643
248
$1.64M 0.03%
7,709
+871
249
$1.63M 0.03%
31,014
+26,739
250
$1.63M 0.03%
41,555
+3,088
8 9
10
11 12