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
1176
$82K ﹤0.01%
1,688
-50
1177
$82K ﹤0.01%
2,377
+360
1178
$82K ﹤0.01%
2,535
-7,499
1179
$81K ﹤0.01%
696
+107
1180
$81K ﹤0.01%
4,015
-1,000
1181
$81K ﹤0.01%
34,700
+2,906
1182
$81K ﹤0.01%
+1,740
1183
$81K ﹤0.01%
921
+549
1184
$81K ﹤0.01%
3,003
+1,798
1185
$80K ﹤0.01%
4,783
-1,471
1186
$80K ﹤0.01%
642
-287
1187
$80K ﹤0.01%
2,070
-26,975
1188
$80K ﹤0.01%
3,380
-279
1189
$80K ﹤0.01%
534
-218
1190
$80K ﹤0.01%
1,214
+700
1191
$80K ﹤0.01%
2,024
1192
$79K ﹤0.01%
+975
1193
$79K ﹤0.01%
1,430
+225
1194
$79K ﹤0.01%
1,293
-6
1195
$79K ﹤0.01%
1,724
+233
1196
$79K ﹤0.01%
+1,411
1197
$79K ﹤0.01%
2,954
-5,469
1198
$79K ﹤0.01%
217
-100
1199
$78K ﹤0.01%
1,218
-133
1200
$78K ﹤0.01%
1,482
46 47
48
49 50