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
1201
$78K ﹤0.01%
888
-14
1202
$77K ﹤0.01%
1,460
1203
$77K ﹤0.01%
255
-1,439
1204
$77K ﹤0.01%
546
-294
1205
$76K ﹤0.01%
2,618
+420
1206
$76K ﹤0.01%
1,961
-104
1207
$76K ﹤0.01%
1,819
1208
$76K ﹤0.01%
+271
1209
$76K ﹤0.01%
1,098
-2,069
1210
$76K ﹤0.01%
2,522
-7,922
1211
$76K ﹤0.01%
2,805
-375
1212
$76K ﹤0.01%
2,000
1213
$76K ﹤0.01%
+107
1214
$76K ﹤0.01%
495
-180
1215
$75K ﹤0.01%
261
-232
1216
$75K ﹤0.01%
1,472
-603
1217
$75K ﹤0.01%
+20,000
1218
$75K ﹤0.01%
+774
1219
$75K ﹤0.01%
122
-8
1220
$75K ﹤0.01%
1,400
+1,356
1221
$75K ﹤0.01%
1,811
-137
1222
$75K ﹤0.01%
324
-21
1223
$74K ﹤0.01%
2,580
-316
1224
$74K ﹤0.01%
3,500
1225
$74K ﹤0.01%
3,150
+950
47 48
49
50 51