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
1076
$110K ﹤0.01%
4,694
-37,811
1077
$110K ﹤0.01%
1,363
-300
1078
$110K ﹤0.01%
4,886
+129
1079
$109K ﹤0.01%
1,208
-554
1080
$109K ﹤0.01%
3,192
+33
1081
$108K ﹤0.01%
1,094
-11
1082
$108K ﹤0.01%
1,287
+251
1083
$108K ﹤0.01%
+292
1084
$108K ﹤0.01%
1,558
+190
1085
$107K ﹤0.01%
442
+92
1086
$107K ﹤0.01%
1,979
+323
1087
$106K ﹤0.01%
2,906
-23
1088
$106K ﹤0.01%
946
-5
1089
$106K ﹤0.01%
+5,796
1090
$105K ﹤0.01%
1,230
+720
1091
$105K ﹤0.01%
1,528
-8,050
1092
$105K ﹤0.01%
1,284
1093
$104K ﹤0.01%
953
+109
1094
$104K ﹤0.01%
854
+57
1095
$104K ﹤0.01%
1,861
+231
1096
$104K ﹤0.01%
3,930
-31,161
1097
$104K ﹤0.01%
4,975
1098
$103K ﹤0.01%
3,587
-100
1099
$103K ﹤0.01%
2,616
-2,301
1100
$103K ﹤0.01%
2,053
+83
42 43
44
45 46