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
2601
$1K ﹤0.01%
18
2602
$1K ﹤0.01%
33
2603
$1K ﹤0.01%
18
2604
$1K ﹤0.01%
+50
2605
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2606
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2607
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2608
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+20
2609
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+100
2610
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2611
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6
-29
2612
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2613
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-14
2614
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20
-4
2615
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166
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2616
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2617
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2618
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2619
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2620
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4
+1
2621
$1K ﹤0.01%
59
2622
$1K ﹤0.01%
20
-236
2623
$1K ﹤0.01%
26
-6,519
2624
$1K ﹤0.01%
500
2625
$1K ﹤0.01%
6
103 104
105
106 107