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
1151
$90K ﹤0.01%
2,399
+319
1152
$90K ﹤0.01%
1,797
+792
1153
$90K ﹤0.01%
1,620
-2,113
1154
$89K ﹤0.01%
1,689
+139
1155
$89K ﹤0.01%
356
+138
1156
$88K ﹤0.01%
4,727
-855
1157
$87K ﹤0.01%
2,265
1158
$87K ﹤0.01%
1,643
-13
1159
$86K ﹤0.01%
+6,429
1160
$86K ﹤0.01%
690
-17,967
1161
$86K ﹤0.01%
826
-963
1162
$86K ﹤0.01%
1,184
-322
1163
$86K ﹤0.01%
2,030
-4,236
1164
$85K ﹤0.01%
+2,649
1165
$85K ﹤0.01%
10,005
-995
1166
$85K ﹤0.01%
1,833
+561
1167
$85K ﹤0.01%
1,333
+5
1168
$85K ﹤0.01%
6,316
+2,328
1169
$85K ﹤0.01%
1,076
+385
1170
$84K ﹤0.01%
3,992
+3,087
1171
$84K ﹤0.01%
1,263
+369
1172
$84K ﹤0.01%
1,150
1173
$84K ﹤0.01%
365
-149
1174
$82K ﹤0.01%
193
+125
1175
$82K ﹤0.01%
1,375
-605
45 46
47
48 49