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
1126
$95K ﹤0.01%
+86
1127
$95K ﹤0.01%
2,518
-43
1128
$95K ﹤0.01%
86
-5
1129
$95K ﹤0.01%
2,401
-1,300
1130
$94K ﹤0.01%
1,990
-150
1131
$94K ﹤0.01%
2,817
-39,269
1132
$94K ﹤0.01%
1,062
+1,042
1133
$94K ﹤0.01%
720
+29
1134
$93K ﹤0.01%
1,630
+1
1135
$93K ﹤0.01%
82
-3
1136
$93K ﹤0.01%
+1,215
1137
$93K ﹤0.01%
226
+40
1138
$93K ﹤0.01%
593
+294
1139
$93K ﹤0.01%
3,114
1140
$93K ﹤0.01%
983
+425
1141
$92K ﹤0.01%
572
-121
1142
$92K ﹤0.01%
1,650
1143
$92K ﹤0.01%
3,476
+1,884
1144
$92K ﹤0.01%
2,101
+24
1145
$91K ﹤0.01%
3,890
+275
1146
$91K ﹤0.01%
290
-343
1147
$90K ﹤0.01%
1,882
-9
1148
$90K ﹤0.01%
2,974
+2
1149
$90K ﹤0.01%
15,145
-8,225
1150
$90K ﹤0.01%
5,325
+3,974
44 45
46
47 48