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
1051
$115K ﹤0.01%
3,258
1052
$115K ﹤0.01%
3,586
-1,538
1053
$115K ﹤0.01%
5,944
+3,673
1054
$114K ﹤0.01%
2,419
+2,344
1055
$114K ﹤0.01%
4,556
-410
1056
$114K ﹤0.01%
1,820
1057
$114K ﹤0.01%
1,095
-311
1058
$113K ﹤0.01%
3,174
-83,708
1059
$113K ﹤0.01%
396
-5
1060
$113K ﹤0.01%
4,849
+4,704
1061
$112K ﹤0.01%
404
+53
1062
$112K ﹤0.01%
3,223
1063
$112K ﹤0.01%
1,980
-210
1064
$112K ﹤0.01%
2,493
+957
1065
$112K ﹤0.01%
936
+29
1066
$112K ﹤0.01%
2,594
+1,400
1067
$112K ﹤0.01%
1,611
+72
1068
$111K ﹤0.01%
9,437
-1,416
1069
$111K ﹤0.01%
1,930
1070
$111K ﹤0.01%
3,771
+974
1071
$111K ﹤0.01%
5,961
+2,512
1072
$111K ﹤0.01%
1,107
+620
1073
$111K ﹤0.01%
3,337
+3,208
1074
$111K ﹤0.01%
104,000
+10,754
1075
$110K ﹤0.01%
6,200
+700
41 42
43
44 45