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
376
$790K 0.02%
11,467
+6,734
377
$789K 0.02%
10,274
-193
378
$789K 0.02%
11,853
-3,228
379
$787K 0.02%
6,214
-2,785
380
$786K 0.02%
6,269
-107
381
$786K 0.02%
30,683
+4,500
382
$782K 0.02%
11,967
+261
383
$777K 0.02%
8,441
-47
384
$770K 0.02%
15,947
+505
385
$768K 0.01%
20,655
-5,120
386
$768K 0.01%
25,774
+995
387
$766K 0.01%
14,440
-3,440
388
$761K 0.01%
+26,723
389
$761K 0.01%
7,418
-2,197
390
$761K 0.01%
20,959
+4,387
391
$758K 0.01%
12,988
+297
392
$750K 0.01%
9,549
-40,881
393
$740K 0.01%
13,429
-1,074
394
$736K 0.01%
16,177
+11,764
395
$736K 0.01%
45,018
-53,044
396
$735K 0.01%
11,504
+3,231
397
$735K 0.01%
5,838
-32,317
398
$734K 0.01%
14,275
+12,165
399
$733K 0.01%
29,314
-10,456
400
$731K 0.01%
3,009
-1,745
14 15
16
17 18