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
776
$212K ﹤0.01%
+3,930
777
$212K ﹤0.01%
3,173
+2,170
778
$210K ﹤0.01%
2,513
+76
779
$210K ﹤0.01%
4,160
+270
780
$209K ﹤0.01%
8,545
+1,754
781
$208K ﹤0.01%
2,113
+84
782
$208K ﹤0.01%
3,115
-282
783
$208K ﹤0.01%
1,963
+243
784
$207K ﹤0.01%
3,680
+99
785
$206K ﹤0.01%
646
-94
786
$206K ﹤0.01%
8,609
+1,811
787
$206K ﹤0.01%
1,185
+353
788
$205K ﹤0.01%
2,394
-2,152
789
$205K ﹤0.01%
846
-842
790
$204K ﹤0.01%
2,979
-140
791
$204K ﹤0.01%
5,565
-270
792
$203K ﹤0.01%
8,109
-2,171
793
$202K ﹤0.01%
15,335
-681
794
$202K ﹤0.01%
481
-46
795
$202K ﹤0.01%
7,898
+3,880
796
$202K ﹤0.01%
1,518
+150
797
$201K ﹤0.01%
1,427
-1
798
$201K ﹤0.01%
59
+19
799
$200K ﹤0.01%
5,625
-6,045
800
$200K ﹤0.01%
2,785
+201
30 31
32
33 34