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
76
$5.67M 0.11%
26,089
+86
77
$5.45M 0.11%
53,527
-31,017
78
$5.42M 0.11%
55,459
-5,380
79
$5.33M 0.1%
84,608
-97
80
$5.19M 0.1%
89,165
+4,412
81
$5.18M 0.1%
94,731
-53,049
82
$5.15M 0.1%
59,694
+33,130
83
$4.87M 0.09%
10,680
-929
84
$4.78M 0.09%
228,122
+227,930
85
$4.77M 0.09%
165,500
+579
86
$4.72M 0.09%
22,846
-702
87
$4.7M 0.09%
19,630
+3,028
88
$4.67M 0.09%
29,396
-33,634
89
$4.67M 0.09%
9,834
+2,413
90
$4.61M 0.09%
21,166
+850
91
$4.54M 0.09%
90,932
+48,246
92
$4.44M 0.09%
52,362
-6,437
93
$4.43M 0.09%
134,565
+10,420
94
$4.42M 0.09%
58,602
-739
95
$4.3M 0.08%
19,007
+2,238
96
$4.27M 0.08%
32,004
+3,310
97
$4.26M 0.08%
27,024
+4,670
98
$4.25M 0.08%
11,412
+487
99
$4.17M 0.08%
96,286
+7,610
100
$4.16M 0.08%
165,118
+162,475
2 3
4
5 6