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
501
$489K 0.01%
5,374
+597
502
$487K 0.01%
14,061
+13,061
503
$485K 0.01%
19,327
+48
504
$483K 0.01%
19,022
-7,550
505
$482K 0.01%
9,127
+692
506
$482K 0.01%
10,917
-15,356
507
$482K 0.01%
14,003
+4,107
508
$479K 0.01%
4,380
-40
509
$474K 0.01%
14,841
-4,460
510
$472K 0.01%
13,251
-1,173
511
$472K 0.01%
7,995
-105
512
$471K 0.01%
2,405
-152
513
$470K 0.01%
+15,391
514
$469K 0.01%
16,292
+15,862
515
$466K 0.01%
7,639
+1,689
516
$465K 0.01%
7,847
517
$463K 0.01%
10,062
+9,970
518
$462K 0.01%
5,462
+177
519
$462K 0.01%
+37,328
520
$461K 0.01%
9,010
+2,062
521
$459K 0.01%
14,149
-3,427
522
$459K 0.01%
8,944
-179
523
$459K 0.01%
6,237
+4,924
524
$459K 0.01%
2,499
-351
525
$456K 0.01%
8,383
+1,255
19 20
21
22 23