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
526
$455K 0.01%
14,144
-2,712
527
$455K 0.01%
8,360
+685
528
$454K 0.01%
14,842
-74,643
529
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8,430
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530
$449K 0.01%
8,628
-8,724
531
$446K 0.01%
6,831
+968
532
$446K 0.01%
15,340
-2,022
533
$445K 0.01%
17,232
+11,815
534
$443K 0.01%
10,519
+2,555
535
$443K 0.01%
9,383
-6,749
536
$442K 0.01%
2,162
-248
537
$436K 0.01%
2,118
+170
538
$433K 0.01%
14,915
+11,442
539
$431K 0.01%
698
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540
$431K 0.01%
3,598
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541
$431K 0.01%
25,212
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542
$429K 0.01%
16,690
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543
$429K 0.01%
2,446
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544
$428K 0.01%
13,649
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545
$428K 0.01%
2,191
-127
546
$426K 0.01%
10,870
-251
547
$424K 0.01%
8,625
-6,626
548
$423K 0.01%
6,565
-3,824
549
$420K 0.01%
4,271
-79
550
$419K 0.01%
678
+39
20 21
22
23 24