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
401
$730K 0.01%
4,539
-1,009
402
$729K 0.01%
38,538
-733
403
$728K 0.01%
3,966
+647
404
$727K 0.01%
+18,791
405
$724K 0.01%
14,311
-11,707
406
$724K 0.01%
27,050
-1,278
407
$722K 0.01%
3,852
-205
408
$717K 0.01%
8,525
+1,881
409
$716K 0.01%
9,033
-1,861
410
$714K 0.01%
7,525
-367
411
$713K 0.01%
+11,988
412
$706K 0.01%
26,220
-820
413
$700K 0.01%
19,394
+204
414
$700K 0.01%
10,683
+342
415
$692K 0.01%
11,439
+1,098
416
$690K 0.01%
24,115
+23,115
417
$687K 0.01%
14,083
+3,278
418
$687K 0.01%
13,523
+971
419
$686K 0.01%
14,058
-10,355
420
$685K 0.01%
25,940
-515
421
$680K 0.01%
23,692
-15,120
422
$678K 0.01%
22,017
+6,511
423
$676K 0.01%
5,037
+555
424
$673K 0.01%
560
+15
425
$671K 0.01%
7,729
+364
15 16
17
18 19