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
101
$4.04M 0.08%
97,867
+97,686
102
$4.03M 0.08%
90,220
+2,939
103
$4M 0.08%
78,324
-21,651
104
$3.97M 0.08%
54,283
-72
105
$3.97M 0.08%
36,630
-289
106
$3.95M 0.08%
23,856
+6,323
107
$3.95M 0.08%
17,603
-815
108
$3.94M 0.08%
30,065
-1,305
109
$3.94M 0.08%
172,623
-5,337
110
$3.9M 0.08%
74,816
+2,231
111
$3.89M 0.08%
52,254
-902
112
$3.79M 0.07%
23,699
+51
113
$3.79M 0.07%
13,729
+1,221
114
$3.72M 0.07%
70,633
+9,927
115
$3.71M 0.07%
228,416
+29,664
116
$3.68M 0.07%
72,622
-60,077
117
$3.68M 0.07%
53,096
+3,634
118
$3.67M 0.07%
59,104
+5,114
119
$3.6M 0.07%
85,208
+10,510
120
$3.58M 0.07%
26,640
+1,423
121
$3.56M 0.07%
109,454
-344,340
122
$3.51M 0.07%
71,580
+28,120
123
$3.48M 0.07%
11,260
-909
124
$3.46M 0.07%
18,375
+225
125
$3.4M 0.07%
35,611
+5,963
3 4
5
6 7