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
726
$241K ﹤0.01%
9,364
+4,325
727
$240K ﹤0.01%
7,004
+6,714
728
$239K ﹤0.01%
3,079
-5
729
$238K ﹤0.01%
10,000
730
$238K ﹤0.01%
2,159
-121
731
$237K ﹤0.01%
4,598
+192
732
$234K ﹤0.01%
6,116
+4,461
733
$234K ﹤0.01%
6,404
+1,653
734
$234K ﹤0.01%
7,840
-50
735
$234K ﹤0.01%
7,915
+634
736
$234K ﹤0.01%
4,437
-3,792
737
$233K ﹤0.01%
3,145
+614
738
$232K ﹤0.01%
12,369
-31,665
739
$230K ﹤0.01%
5,186
-183
740
$229K ﹤0.01%
+17,786
741
$229K ﹤0.01%
1,202
+82
742
$228K ﹤0.01%
1,698
+23
743
$228K ﹤0.01%
7,963
-4,111
744
$227K ﹤0.01%
4,346
+2,527
745
$226K ﹤0.01%
1,466
+51
746
$226K ﹤0.01%
1,123
-67
747
$226K ﹤0.01%
10,256
+7,033
748
$225K ﹤0.01%
2,236
-153
749
$225K ﹤0.01%
1,214
-269
750
$224K ﹤0.01%
673
-6,110
28 29
30
31 32