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
476
$527K 0.01%
6,705
-64
477
$521K 0.01%
1,984
+808
478
$518K 0.01%
5,618
-755
479
$517K 0.01%
32,292
+8,378
480
$515K 0.01%
6,049
-186
481
$512K 0.01%
6,064
+466
482
$511K 0.01%
9,788
+125
483
$510K 0.01%
16,882
-2,696
484
$510K 0.01%
+4,596
485
$509K 0.01%
6,709
-187
486
$508K 0.01%
1,888
-93
487
$508K 0.01%
12,743
-1,005
488
$505K 0.01%
5,997
-873
489
$505K 0.01%
15,249
-2,992
490
$505K 0.01%
8,056
+184
491
$504K 0.01%
22,238
-4,515
492
$502K 0.01%
6,995
-1,373
493
$501K 0.01%
19,662
-6,206
494
$501K 0.01%
10,858
-1,474
495
$500K 0.01%
15,552
+39
496
$500K 0.01%
15,199
-3,145
497
$499K 0.01%
16,715
+7,306
498
$496K 0.01%
2,468
-236
499
$494K 0.01%
6,047
-294
500
$490K 0.01%
3,084
+700
18 19
20
21 22