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
626
$321K 0.01%
14,614
+13,275
627
$321K 0.01%
18,833
+17,853
628
$321K 0.01%
6,058
+1,315
629
$321K 0.01%
6,077
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630
$321K 0.01%
3,794
+334
631
$318K 0.01%
3,271
-57
632
$315K 0.01%
5,272
+2,878
633
$315K 0.01%
4,304
-405
634
$314K 0.01%
3,390
+80
635
$311K 0.01%
5,664
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636
$309K 0.01%
2,989
-8
637
$307K 0.01%
4,889
-2,674
638
$305K 0.01%
6,967
-1,415
639
$304K 0.01%
3,593
-1,724
640
$304K 0.01%
2,682
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641
$304K 0.01%
3,214
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642
$303K 0.01%
7,020
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643
$303K 0.01%
8,555
+2,277
644
$303K 0.01%
5,845
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645
$301K 0.01%
10,470
-2,352
646
$300K 0.01%
9,553
+2,027
647
$300K 0.01%
3,876
-1,926
648
$299K 0.01%
6,231
-299
649
$298K 0.01%
10,263
-1,801
650
$295K 0.01%
8,544
+7,939
24 25
26
27 28