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
976
$134K ﹤0.01%
116
+4
977
$134K ﹤0.01%
1,924
+535
978
$134K ﹤0.01%
3,489
979
$134K ﹤0.01%
3,100
980
$133K ﹤0.01%
1,156
-314
981
$133K ﹤0.01%
12,980
-258
982
$133K ﹤0.01%
3,579
-201
983
$132K ﹤0.01%
2,951
+938
984
$131K ﹤0.01%
+10,000
985
$131K ﹤0.01%
1,358
-5,007
986
$131K ﹤0.01%
333
+111
987
$131K ﹤0.01%
739
+5
988
$130K ﹤0.01%
1,707
+82
989
$130K ﹤0.01%
3,582
-17,870
990
$130K ﹤0.01%
2,225
+39
991
$130K ﹤0.01%
530
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992
$129K ﹤0.01%
285
+11
993
$129K ﹤0.01%
3,527
+14
994
$129K ﹤0.01%
6,207
-2,732
995
$129K ﹤0.01%
758
-297
996
$129K ﹤0.01%
764
+2
997
$128K ﹤0.01%
6,441
-787
998
$128K ﹤0.01%
7,320
+7,258
999
$127K ﹤0.01%
1,316
-484
1000
$127K ﹤0.01%
1,384
+36
38 39
40
41 42