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
801
$199K ﹤0.01%
10,480
+4,384
802
$199K ﹤0.01%
2,966
+397
803
$198K ﹤0.01%
2,013
+182
804
$196K ﹤0.01%
1,245
-1,479
805
$195K ﹤0.01%
3,134
+235
806
$195K ﹤0.01%
3,592
+544
807
$195K ﹤0.01%
1,769
+871
808
$195K ﹤0.01%
1,739
+170
809
$195K ﹤0.01%
7,733
+262
810
$194K ﹤0.01%
1,455
+451
811
$194K ﹤0.01%
5,905
+1,560
812
$194K ﹤0.01%
+7,300
813
$194K ﹤0.01%
2,570
-1,620
814
$193K ﹤0.01%
7,072
-96,032
815
$193K ﹤0.01%
1,540
+500
816
$192K ﹤0.01%
652
+40
817
$192K ﹤0.01%
1,413
+191
818
$191K ﹤0.01%
639
+46
819
$191K ﹤0.01%
2,033
+51
820
$189K ﹤0.01%
7,023
+273
821
$189K ﹤0.01%
8,621
-9,779
822
$189K ﹤0.01%
520
+450
823
$189K ﹤0.01%
1,950
+352
824
$188K ﹤0.01%
3,416
-4,382
825
$188K ﹤0.01%
3,424
+3,381
31 32
33
34 35