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
451
$580K 0.01%
12,052
-1,895
452
$574K 0.01%
8,816
-101
453
$571K 0.01%
4,046
+237
454
$570K 0.01%
18,553
455
$568K 0.01%
2,840
+728
456
$563K 0.01%
11,953
+350
457
$563K 0.01%
20,963
-7,778
458
$562K 0.01%
23,122
-24,991
459
$562K 0.01%
10,069
+2,001
460
$559K 0.01%
15,779
-2,535
461
$550K 0.01%
6,420
+816
462
$546K 0.01%
13,399
+6,365
463
$543K 0.01%
6,377
+568
464
$542K 0.01%
44,626
-25,967
465
$540K 0.01%
9,108
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466
$540K 0.01%
2,671
+141
467
$540K 0.01%
2,037
-117
468
$539K 0.01%
10,491
+3,668
469
$539K 0.01%
14,447
-1,708
470
$538K 0.01%
4,360
-35
471
$536K 0.01%
2,751
+54
472
$530K 0.01%
5,143
+4,506
473
$529K 0.01%
17,878
+12,774
474
$528K 0.01%
22,084
+345
475
$528K 0.01%
12,426
+11,312
17 18
19
20 21