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
276
$1.49M 0.03%
39,720
+14,845
277
$1.47M 0.03%
8,086
-1,294
278
$1.47M 0.03%
6,441
+145
279
$1.47M 0.03%
12,413
+1,762
280
$1.46M 0.03%
13,017
+2,099
281
$1.45M 0.03%
28,677
-51,520
282
$1.45M 0.03%
28,287
+418
283
$1.45M 0.03%
19,654
+428
284
$1.45M 0.03%
31,618
+11,589
285
$1.44M 0.03%
9,832
+54
286
$1.43M 0.03%
9,929
-493
287
$1.42M 0.03%
12,461
-45,418
288
$1.41M 0.03%
10,650
-7,097
289
$1.39M 0.03%
14,925
-1,371
290
$1.38M 0.03%
4,492
-3,049
291
$1.36M 0.03%
25,902
-35
292
$1.35M 0.03%
22,680
+3,071
293
$1.31M 0.03%
22,235
+1,952
294
$1.31M 0.03%
40,223
+1,600
295
$1.31M 0.03%
12,935
-16,024
296
$1.3M 0.03%
19,069
+17,592
297
$1.3M 0.03%
52,176
-4,728
298
$1.3M 0.03%
19,075
+7,357
299
$1.29M 0.03%
14,556
-1,039
300
$1.28M 0.03%
1,690
+248
10 11
12
13 14