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
951
$140K ﹤0.01%
3,292
-414
952
$140K ﹤0.01%
303
+32
953
$140K ﹤0.01%
+4,700
954
$140K ﹤0.01%
606
+38
955
$139K ﹤0.01%
1,090
-48
956
$139K ﹤0.01%
3,718
+134
957
$139K ﹤0.01%
1,105
-21,400
958
$138K ﹤0.01%
8,680
-72
959
$138K ﹤0.01%
999
+272
960
$138K ﹤0.01%
1,556
+14
961
$138K ﹤0.01%
5,471
962
$138K ﹤0.01%
1,483
-36,552
963
$138K ﹤0.01%
+11,225
964
$137K ﹤0.01%
2,377
+3
965
$137K ﹤0.01%
7,347
+174
966
$137K ﹤0.01%
10,032
-9,416
967
$137K ﹤0.01%
5,700
+1,700
968
$136K ﹤0.01%
1,820
+169
969
$136K ﹤0.01%
696
+4
970
$136K ﹤0.01%
1,247
+201
971
$135K ﹤0.01%
582
-455
972
$135K ﹤0.01%
2,930
+248
973
$135K ﹤0.01%
2,531
-5,389
974
$135K ﹤0.01%
+3,252
975
$135K ﹤0.01%
+1,326
37 38
39
40 41