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
901
$158K ﹤0.01%
1,457
-1,031
902
$158K ﹤0.01%
1,625
+195
903
$157K ﹤0.01%
770
+67
904
$157K ﹤0.01%
10,839
-343
905
$157K ﹤0.01%
1,195
+135
906
$155K ﹤0.01%
4,754
-227
907
$155K ﹤0.01%
2,370
-2,060
908
$155K ﹤0.01%
839
+174
909
$154K ﹤0.01%
9,722
910
$154K ﹤0.01%
4,221
-110
911
$154K ﹤0.01%
2,967
+1,147
912
$154K ﹤0.01%
3,432
+602
913
$153K ﹤0.01%
289
-58
914
$153K ﹤0.01%
32
+28
915
$153K ﹤0.01%
3,149
-567
916
$153K ﹤0.01%
4,443
+2,577
917
$153K ﹤0.01%
3,169
918
$152K ﹤0.01%
2,325
+385
919
$152K ﹤0.01%
1,159
+117
920
$152K ﹤0.01%
758
+109
921
$152K ﹤0.01%
1,200
922
$152K ﹤0.01%
4,153
923
$152K ﹤0.01%
4,588
-432
924
$150K ﹤0.01%
1,942
+490
925
$150K ﹤0.01%
5,834
+640
35 36
37
38 39