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
1101
$103K ﹤0.01%
1,407
+79
1102
$103K ﹤0.01%
+2,510
1103
$103K ﹤0.01%
2,133
+1,473
1104
$102K ﹤0.01%
6,426
-1,020
1105
$102K ﹤0.01%
3,050
-7,950
1106
$102K ﹤0.01%
+1,945
1107
$102K ﹤0.01%
2,152
+800
1108
$101K ﹤0.01%
1,092
+275
1109
$101K ﹤0.01%
840
+374
1110
$101K ﹤0.01%
444
+115
1111
$101K ﹤0.01%
742
-10,302
1112
$100K ﹤0.01%
714
-160
1113
$100K ﹤0.01%
5,392
+4,998
1114
$99K ﹤0.01%
971
-891
1115
$99K ﹤0.01%
2,887
1116
$99K ﹤0.01%
493
+151
1117
$99K ﹤0.01%
1,081
-45,341
1118
$98K ﹤0.01%
2,994
-2,760
1119
$98K ﹤0.01%
877
+66
1120
$98K ﹤0.01%
747
+20
1121
$98K ﹤0.01%
6,942
+5
1122
$97K ﹤0.01%
2,508
-311
1123
$95K ﹤0.01%
766
+209
1124
$95K ﹤0.01%
15,190
-125
1125
$95K ﹤0.01%
4,511
-2,473
43 44
45
46 47