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
2651
$1K ﹤0.01%
36
2652
$1K ﹤0.01%
54
+19
2653
$1K ﹤0.01%
32
-4
2654
$1K ﹤0.01%
+50
2655
$1K ﹤0.01%
128
2656
$1K ﹤0.01%
37
2657
$1K ﹤0.01%
30
2658
$1K ﹤0.01%
19
2659
$1K ﹤0.01%
10
-146
2660
$1K ﹤0.01%
42
+2
2661
$1K ﹤0.01%
28
2662
$1K ﹤0.01%
+500
2663
$1K ﹤0.01%
10
-603
2664
$1K ﹤0.01%
33
-131
2665
$1K ﹤0.01%
25
2666
$1K ﹤0.01%
68
2667
$1K ﹤0.01%
25
2668
$1K ﹤0.01%
42
+3
2669
$1K ﹤0.01%
26
2670
– –
0
2671
$1K ﹤0.01%
31
2672
$1K ﹤0.01%
7
-1
2673
$1K ﹤0.01%
8
2674
$1K ﹤0.01%
28
+19
2675
$1K ﹤0.01%
19
105 106
107
108 109