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
326
$1.13M 0.02%
3,028
+912
327
$1.12M 0.02%
3,341
+2,791
328
$1.12M 0.02%
28,318
+2,849
329
$1.1M 0.02%
10,165
-997
330
$1.08M 0.02%
4,683
-3,338
331
$1.07M 0.02%
33,585
-71
332
$1.07M 0.02%
7,125
-480
333
$1.06M 0.02%
8,957
+1,559
334
$1.05M 0.02%
9,550
+2,155
335
$1.05M 0.02%
15,522
-371
336
$1.04M 0.02%
18,882
-17,172
337
$1.03M 0.02%
2,936
-5,911
338
$1.03M 0.02%
19,690
+927
339
$1M 0.02%
9,274
-25
340
$1M 0.02%
16,953
-2,159
341
$1M 0.02%
12,301
+576
342
$1M 0.02%
16,080
+720
343
$987K 0.02%
+31,704
344
$971K 0.02%
51,953
+47,843
345
$966K 0.02%
2,410
+637
346
$961K 0.02%
7,520
+5,907
347
$957K 0.02%
12,705
-1,698
348
$949K 0.02%
23,532
-4,615
349
$949K 0.02%
18,856
+3,681
350
$947K 0.02%
3,986
+6
12 13
14
15 16