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
301
$1.28M 0.02%
9,376
+2,008
302
$1.27M 0.02%
18,017
+2,339
303
$1.26M 0.02%
23,033
+2,080
304
$1.26M 0.02%
20,729
-1,755
305
$1.26M 0.02%
14,135
+5,559
306
$1.26M 0.02%
20,500
-4,247
307
$1.26M 0.02%
8,984
-72
308
$1.24M 0.02%
19,568
+18,592
309
$1.23M 0.02%
22,004
+1,068
310
$1.23M 0.02%
18,503
-95
311
$1.23M 0.02%
10,608
+2,017
312
$1.22M 0.02%
5,444
+474
313
$1.22M 0.02%
21,260
+2,228
314
$1.21M 0.02%
20,310
-1,950
315
$1.18M 0.02%
5,359
+252
316
$1.17M 0.02%
5,122
+883
317
$1.17M 0.02%
12,098
-595
318
$1.16M 0.02%
14,527
-46
319
$1.16M 0.02%
16,408
-1,895
320
$1.16M 0.02%
6,701
+499
321
$1.16M 0.02%
32,405
+23,413
322
$1.15M 0.02%
9,866
-1,099
323
$1.15M 0.02%
82,439
+1,099
324
$1.14M 0.02%
20,474
+5,778
325
$1.13M 0.02%
31,926
+3,273
11 12
13
14 15