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
876
$169K ﹤0.01%
762
-676
877
$169K ﹤0.01%
4,712
-1,736
878
$169K ﹤0.01%
4,235
-2,592
879
$169K ﹤0.01%
3,342
+268
880
$168K ﹤0.01%
2,028
+397
881
$168K ﹤0.01%
1,483
-192
882
$168K ﹤0.01%
4,336
-1,206
883
$168K ﹤0.01%
45,000
884
$167K ﹤0.01%
200
-100
885
$165K ﹤0.01%
697
+84
886
$165K ﹤0.01%
94,222
+1,471
887
$164K ﹤0.01%
1,608
+1,266
888
$163K ﹤0.01%
450
+69
889
$163K ﹤0.01%
3,308
890
$162K ﹤0.01%
826
-620
891
$161K ﹤0.01%
500
-408
892
$161K ﹤0.01%
8,304
893
$160K ﹤0.01%
10,026
+567
894
$160K ﹤0.01%
1,269
+191
895
$159K ﹤0.01%
5,982
-4,399
896
$159K ﹤0.01%
2,068
897
$158K ﹤0.01%
1,967
+532
898
$158K ﹤0.01%
5,929
-606
899
$158K ﹤0.01%
2,630
+538
900
$158K ﹤0.01%
7,714
-2,378
34 35
36
37 38