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
51
$7.42M 0.14%
72,681
+59,966
52
$7.38M 0.14%
72,923
-4,788
53
$7.35M 0.14%
140,452
+18,215
54
$7.27M 0.14%
64,401
-15,139
55
$7.23M 0.14%
53,349
+22,118
56
$7.22M 0.14%
141,104
+27,745
57
$7.17M 0.14%
23,468
+4,467
58
$7.04M 0.14%
23,955
-730
59
$6.96M 0.14%
100,458
-87,988
60
$6.83M 0.13%
426,774
-7,074
61
$6.75M 0.13%
130,548
-10,435
62
$6.74M 0.13%
26,333
+164
63
$6.73M 0.13%
19,121
+1,521
64
$6.71M 0.13%
22,708
+3,909
65
$6.7M 0.13%
662,285
+657,285
66
$6.63M 0.13%
411,744
-157,956
67
$6.4M 0.12%
99,989
+10,313
68
$6.39M 0.12%
30,937
-1,556
69
$6.34M 0.12%
121,605
-186,405
70
$6.18M 0.12%
411,685
+62,262
71
$5.86M 0.11%
83,011
-13,958
72
$5.85M 0.11%
192,476
+90,101
73
$5.83M 0.11%
90,962
-16,331
74
$5.8M 0.11%
70,446
-47,839
75
$5.77M 0.11%
55,920
-2,800
1 2
3
4 5