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
3101
– –
0
3102
– –
-1,326
3103
– –
0
3104
– –
-724
3105
– –
0
3106
– –
0
3107
– –
0
3108
– –
-2,855
3109
– –
0
3110
$0 ﹤0.01%
25
3111
$0 ﹤0.01%
33
3112
– –
0
3113
– –
0
3114
– –
0
3115
– –
0
3116
– –
0
3117
$0 ﹤0.01%
1
3118
– –
0
3119
– –
0
3120
– –
0
3121
– –
0
3122
– –
0
3123
– –
0
3124
– –
0
3125
– –
0
123 124
125
126 127