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
2701
$1K ﹤0.01%
30
-1,656
2702
$1K ﹤0.01%
129
-69
2703
$1K ﹤0.01%
70
-159
2704
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140
2705
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18
2706
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21
-14
2707
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46
2708
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17
2709
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19
2710
$1K ﹤0.01%
150
2711
$1K ﹤0.01%
+40
2712
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34
2713
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13
+1
2714
$1K ﹤0.01%
+200
2715
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10
2716
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14
2717
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51
+1
2718
$1K ﹤0.01%
+425
2719
– –
0
2720
– –
0
2721
– –
0
2722
$0 ﹤0.01%
57
2723
– –
0
2724
– –
0
2725
– –
0
107 108
109
110 111