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
651
$295K 0.01%
3,223
-4,196
652
$294K 0.01%
9,225
+1,619
653
$293K 0.01%
3,587
+537
654
$291K 0.01%
3,430
+1,278
655
$290K 0.01%
1,643
-513
656
$289K 0.01%
4,835
+2,887
657
$288K 0.01%
14,150
+2,162
658
$288K 0.01%
2,113
-2,073
659
$288K 0.01%
27,998
+13,765
660
$288K 0.01%
2,410
+110
661
$286K 0.01%
795
-108
662
$286K 0.01%
14,269
-317
663
$284K 0.01%
10,260
+4,460
664
$284K 0.01%
4,335
+8
665
$283K 0.01%
7,295
+3,322
666
$282K 0.01%
+3,786
667
$280K 0.01%
1,989
-134
668
$280K 0.01%
3,567
-45
669
$279K 0.01%
1,228
+11
670
$279K 0.01%
1,976
+274
671
$279K 0.01%
9,081
+6,357
672
$278K 0.01%
8,896
+5,657
673
$278K 0.01%
7,115
+35
674
$276K 0.01%
6,490
-130
675
$275K 0.01%
9,830
+9,460
25 26
27
28 29