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
826
$188K ﹤0.01%
4,549
+4
827
$188K ﹤0.01%
838
+535
828
$188K ﹤0.01%
1,078
+851
829
$187K ﹤0.01%
4,782
-8,547
830
$186K ﹤0.01%
3,756
-100
831
$185K ﹤0.01%
3,041
-2,203
832
$185K ﹤0.01%
2,524
+1,624
833
$185K ﹤0.01%
5,231
-3,620
834
$185K ﹤0.01%
3,947
+100
835
$185K ﹤0.01%
4,902
-748
836
$184K ﹤0.01%
942
-207
837
$184K ﹤0.01%
5,722
+1,344
838
$183K ﹤0.01%
3,991
+5
839
$183K ﹤0.01%
5,366
840
$182K ﹤0.01%
1,157
+144
841
$181K ﹤0.01%
647
+241
842
$181K ﹤0.01%
3,037
-798
843
$181K ﹤0.01%
8,964
+1,226
844
$181K ﹤0.01%
4,669
+3,878
845
$181K ﹤0.01%
9,493
846
$180K ﹤0.01%
4,013
-467
847
$180K ﹤0.01%
4,832
+4,148
848
$180K ﹤0.01%
851
+238
849
$180K ﹤0.01%
+8,700
850
$178K ﹤0.01%
2,643
-828
32 33
34
35 36