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
426
$669K 0.01%
10,416
+5,815
427
$668K 0.01%
17,213
+1,053
428
$668K 0.01%
9,110
-1,344
429
$665K 0.01%
4,581
+27
430
$662K 0.01%
11,408
-4,258
431
$661K 0.01%
6,063
-6,461
432
$650K 0.01%
12,900
+4,053
433
$650K 0.01%
16,236
-95
434
$647K 0.01%
1,952
-1,108
435
$646K 0.01%
20,219
-13,218
436
$633K 0.01%
5,723
-18,530
437
$622K 0.01%
9,282
-3,906
438
$620K 0.01%
9,475
-25
439
$618K 0.01%
2,187
-139
440
$614K 0.01%
25,705
-1,121
441
$609K 0.01%
27,712
-4,417
442
$606K 0.01%
15,854
-526
443
$601K 0.01%
5,918
-6,385
444
$596K 0.01%
3,997
-245
445
$595K 0.01%
6,031
+346
446
$591K 0.01%
20,959
+19,855
447
$590K 0.01%
5,565
+824
448
$586K 0.01%
15,187
+2,316
449
$585K 0.01%
+22,398
450
$580K 0.01%
+37,126
16 17
18
19 20