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
576
$379K 0.01%
13,355
577
$377K 0.01%
6,148
-670
578
$376K 0.01%
1,536
-225
579
$375K 0.01%
4,456
+1,296
580
$373K 0.01%
5,452
-3,076
581
$371K 0.01%
9,948
-1,080
582
$369K 0.01%
1,898
+164
583
$366K 0.01%
4,734
+134
584
$364K 0.01%
1,323
+147
585
$362K 0.01%
6,999
+210
586
$361K 0.01%
8,353
+611
587
$360K 0.01%
3,652
+376
588
$360K 0.01%
13,064
+7,455
589
$355K 0.01%
2,978
+817
590
$354K 0.01%
8,140
+1,507
591
$353K 0.01%
250
592
$353K 0.01%
2,969
+852
593
$353K 0.01%
8,686
+621
594
$351K 0.01%
7,894
+1,143
595
$351K 0.01%
1,478
-4
596
$351K 0.01%
32,400
+900
597
$350K 0.01%
6,425
-671
598
$349K 0.01%
5,939
+3,605
599
$349K 0.01%
13,719
-1
600
$346K 0.01%
8,536
+1,561
22 23
24
25 26