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
551
$413K 0.01%
13,630
+12,630
552
$411K 0.01%
11,394
-2,790
553
$411K 0.01%
35,707
+7,000
554
$410K 0.01%
2,311
+1,695
555
$409K 0.01%
6,806
-370
556
$408K 0.01%
5,754
+1,307
557
$407K 0.01%
20,453
-1,800
558
$407K 0.01%
4,580
+993
559
$407K 0.01%
10,613
-3,933
560
$406K 0.01%
+15,081
561
$405K 0.01%
7,428
-408
562
$401K 0.01%
1,321
+173
563
$400K 0.01%
19,746
+19,594
564
$400K 0.01%
1,213
-130
565
$400K 0.01%
1,824
-421
566
$395K 0.01%
16,892
+7,444
567
$395K 0.01%
5,160
-3,158
568
$394K 0.01%
6,765
-582
569
$391K 0.01%
18,723
-1,784
570
$389K 0.01%
8,560
-38,833
571
$388K 0.01%
21,162
+2,057
572
$387K 0.01%
3,545
+1,538
573
$382K 0.01%
1,155
-113
574
$380K 0.01%
49,121
+13,586
575
$379K 0.01%
12,767
-11,350
21 22
23
24 25