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
701
$254K ﹤0.01%
7,785
-2,672
702
$254K ﹤0.01%
3,801
+571
703
$254K ﹤0.01%
424
-205
704
$253K ﹤0.01%
7,634
-466
705
$252K ﹤0.01%
5,000
+521
706
$252K ﹤0.01%
1,331
+3
707
$251K ﹤0.01%
+12,313
708
$250K ﹤0.01%
107
-86
709
$250K ﹤0.01%
4,718
-1,896
710
$249K ﹤0.01%
1,312
+1,302
711
$249K ﹤0.01%
1,498
+174
712
$248K ﹤0.01%
10,163
+512
713
$248K ﹤0.01%
3,365
+2,932
714
$246K ﹤0.01%
7,783
-3,155
715
$243K ﹤0.01%
3,482
+427
716
$243K ﹤0.01%
2,008
+240
717
$243K ﹤0.01%
9,591
-294
718
$243K ﹤0.01%
3,096
+406
719
$242K ﹤0.01%
1,754
-368
720
$242K ﹤0.01%
1,854
+235
721
$242K ﹤0.01%
1,997
-29
722
$242K ﹤0.01%
7,039
+1,898
723
$242K ﹤0.01%
12,185
-11,623
724
$241K ﹤0.01%
10,122
+1,064
725
$241K ﹤0.01%
4,240
27 28
29
30 31