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
926
$150K ﹤0.01%
5,608
+2,602
927
$150K ﹤0.01%
4,360
-2,775
928
$150K ﹤0.01%
2,933
-1,227
929
$150K ﹤0.01%
+5,023
930
$150K ﹤0.01%
2,068
-16,797
931
$150K ﹤0.01%
99
+43
932
$149K ﹤0.01%
1,473
+1,072
933
$149K ﹤0.01%
17,412
+2,412
934
$149K ﹤0.01%
1,448
+834
935
$149K ﹤0.01%
+2,750
936
$149K ﹤0.01%
17,489
-1,753
937
$148K ﹤0.01%
6,525
+2
938
$147K ﹤0.01%
2,160
-132
939
$147K ﹤0.01%
6,442
-4,669
940
$147K ﹤0.01%
9,300
941
$146K ﹤0.01%
+3,401
942
$146K ﹤0.01%
307
-174
943
$145K ﹤0.01%
3,265
-101
944
$145K ﹤0.01%
356
+165
945
$145K ﹤0.01%
3,322
-1,383
946
$144K ﹤0.01%
1,565
+1,015
947
$143K ﹤0.01%
1,371
+210
948
$142K ﹤0.01%
1,975
-255
949
$141K ﹤0.01%
660
+451
950
$141K ﹤0.01%
1,948
+35
36 37
38
39 40