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
751
$223K ﹤0.01%
4,465
+1,192
752
$222K ﹤0.01%
1,573
+456
753
$222K ﹤0.01%
4,816
-666
754
$221K ﹤0.01%
1,956
-278
755
$221K ﹤0.01%
3,352
+2,303
756
$221K ﹤0.01%
4,404
+1,092
757
$221K ﹤0.01%
680
-44
758
$221K ﹤0.01%
7,290
+3,641
759
$218K ﹤0.01%
1,124
+159
760
$218K ﹤0.01%
8,064
-8,457
761
$217K ﹤0.01%
3,796
-155
762
$216K ﹤0.01%
2,829
+645
763
$216K ﹤0.01%
2,037
-17,843
764
$216K ﹤0.01%
+4,154
765
$215K ﹤0.01%
154
-7
766
$215K ﹤0.01%
4,506
-9,141
767
$215K ﹤0.01%
3,621
-7,489
768
$215K ﹤0.01%
2,266
+433
769
$215K ﹤0.01%
3,354
-370
770
$214K ﹤0.01%
2,623
-262
771
$214K ﹤0.01%
5,488
-76
772
$214K ﹤0.01%
5,473
+20
773
$213K ﹤0.01%
1,172
-692
774
$213K ﹤0.01%
1,355
+667
775
$212K ﹤0.01%
1,224
+806
29 30
31
32 33