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
676
$275K 0.01%
2,795
+214
677
$274K 0.01%
1,566
-74
678
$273K 0.01%
1,164
+322
679
$273K 0.01%
2,062
-378
680
$273K 0.01%
1,288
+172
681
$268K 0.01%
7,989
-1,351
682
$267K 0.01%
1,398
+948
683
$267K 0.01%
9,140
-6,630
684
$267K 0.01%
5,419
+269
685
$266K 0.01%
26,347
+2,729
686
$263K 0.01%
5,815
+728
687
$263K 0.01%
3,490
-2,953
688
$261K 0.01%
5,260
-1,736
689
$261K 0.01%
12,985
+440
690
$261K 0.01%
5,462
-112
691
$261K 0.01%
1,980
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692
$260K 0.01%
6,350
+5,724
693
$260K 0.01%
2,239
+86
694
$260K 0.01%
1,566
-90
695
$260K 0.01%
5,175
-54,624
696
$260K 0.01%
+25,219
697
$258K 0.01%
4,302
-1,121
698
$255K 0.01%
3,837
-1,477
699
$255K 0.01%
2,033
-2,110
700
$255K 0.01%
3,185
+6
26 27
28
29 30