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
1026
$122K ﹤0.01%
1,087
+46
1027
$122K ﹤0.01%
958
+42
1028
$122K ﹤0.01%
2,781
+199
1029
$122K ﹤0.01%
+1,763
1030
$120K ﹤0.01%
1,569
-213
1031
$120K ﹤0.01%
1,370
+47
1032
$120K ﹤0.01%
894
-257
1033
$120K ﹤0.01%
2,522
+209
1034
$120K ﹤0.01%
2,720
+295
1035
$119K ﹤0.01%
11,980
+11,268
1036
$119K ﹤0.01%
1,002
-14
1037
$119K ﹤0.01%
322
+71
1038
$119K ﹤0.01%
+4,612
1039
$119K ﹤0.01%
4,524
-3,754
1040
$119K ﹤0.01%
6,811
+4,411
1041
$118K ﹤0.01%
3,807
+5
1042
$118K ﹤0.01%
914
-1,225
1043
$118K ﹤0.01%
11,250
+1,753
1044
$117K ﹤0.01%
5,830
+2,465
1045
$117K ﹤0.01%
+1,459
1046
$116K ﹤0.01%
2,100
1047
$116K ﹤0.01%
1,775
-141
1048
$116K ﹤0.01%
1,912
+161
1049
$116K ﹤0.01%
2,207
+1,573
1050
$116K ﹤0.01%
813
+107
40 41
42
43 44