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
251
$1.61M 0.03%
29,820
-10,605
252
$1.61M 0.03%
32,794
+9,692
253
$1.61M 0.03%
25,150
+12,131
254
$1.61M 0.03%
8,725
+190
255
$1.61M 0.03%
9,451
-1,167
256
$1.61M 0.03%
19,635
-2,222
257
$1.6M 0.03%
17,708
+2,993
258
$1.59M 0.03%
46,272
+8,421
259
$1.57M 0.03%
14,471
-7,395
260
$1.57M 0.03%
28,799
+6,646
261
$1.56M 0.03%
8,252
+2,123
262
$1.55M 0.03%
10,341
-1,081
263
$1.55M 0.03%
45,569
+1,577
264
$1.54M 0.03%
82,090
-51,740
265
$1.54M 0.03%
8,153
+1,417
266
$1.54M 0.03%
25,292
+841
267
$1.54M 0.03%
1,099
-20
268
$1.54M 0.03%
6,321
-3,679
269
$1.54M 0.03%
81,693
+81,613
270
$1.54M 0.03%
22,016
+13,800
271
$1.52M 0.03%
15,525
+2,177
272
$1.52M 0.03%
14,982
+5,662
273
$1.51M 0.03%
2,217
+367
274
$1.51M 0.03%
18,018
+6,234
275
$1.5M 0.03%
5,500
+1,313
9 10
11
12 13