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
351
$947K 0.02%
10,629
+9,389
352
$942K 0.02%
31,700
-6,200
353
$927K 0.02%
12,740
-188
354
$924K 0.02%
8,523
+164
355
$918K 0.02%
25,687
+2,870
356
$916K 0.02%
14,660
+2,689
357
$913K 0.02%
6,478
+155
358
$901K 0.02%
17,770
+5,625
359
$894K 0.02%
5,883
+1,734
360
$889K 0.02%
33,074
+1,257
361
$872K 0.02%
25,560
-6,060
362
$861K 0.02%
27,094
-10,324
363
$845K 0.02%
23,162
-4,038
364
$844K 0.02%
43,085
-18,758
365
$838K 0.02%
5,250
+81
366
$831K 0.02%
1,985
-33
367
$830K 0.02%
29,273
-23,783
368
$821K 0.02%
7,321
-356
369
$820K 0.02%
3,329
-664
370
$820K 0.02%
2,529
+8
371
$814K 0.02%
13,425
-6,689
372
$808K 0.02%
9,124
-1,993
373
$806K 0.02%
18,633
-14,836
374
$801K 0.02%
15,115
+3,397
375
$794K 0.02%
11,053
+491
13 14
15
16 17