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
601
$346K 0.01%
1,031
+54
602
$345K 0.01%
5,770
-800
603
$345K 0.01%
12,850
-1,630
604
$344K 0.01%
3,542
+1,875
605
$343K 0.01%
12,233
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606
$343K 0.01%
9,929
-21,389
607
$343K 0.01%
4,667
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608
$341K 0.01%
5,734
-1,728
609
$341K 0.01%
1,044
-168
610
$341K 0.01%
236
-44
611
$340K 0.01%
2,290
-197
612
$335K 0.01%
5,304
-3,468
613
$334K 0.01%
2,364
-171
614
$333K 0.01%
5,223
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615
$333K 0.01%
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617
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3,576
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$331K 0.01%
5,976
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$328K 0.01%
1,624
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620
$327K 0.01%
5,673
-243
621
$325K 0.01%
2,153
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622
$325K 0.01%
3,924
+1,313
623
$324K 0.01%
2,589
-355
624
$324K 0.01%
5,481
625
$323K 0.01%
11,453
-16,526
23 24
25
26 27