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
1251
$68K ﹤0.01%
2,471
+34
1252
$68K ﹤0.01%
1,250
-482
1253
$68K ﹤0.01%
+2,800
1254
$68K ﹤0.01%
1,020
-1,354
1255
$67K ﹤0.01%
11,570
+6,125
1256
$67K ﹤0.01%
2,062
1257
$67K ﹤0.01%
1,361
-550
1258
$67K ﹤0.01%
1,017
-259
1259
$67K ﹤0.01%
1,757
-253
1260
$67K ﹤0.01%
1,194
-375
1261
$67K ﹤0.01%
238
-299
1262
$67K ﹤0.01%
+600
1263
$66K ﹤0.01%
4,599
-3,947
1264
$66K ﹤0.01%
+990
1265
$66K ﹤0.01%
1,655
+503
1266
$66K ﹤0.01%
1,109
-1,345
1267
$65K ﹤0.01%
1,417
-44
1268
$65K ﹤0.01%
2,388
+160
1269
$65K ﹤0.01%
905
1270
$65K ﹤0.01%
6,485
+614
1271
$64K ﹤0.01%
3,792
-5,200
1272
$64K ﹤0.01%
408
1273
$64K ﹤0.01%
+1,035
1274
$64K ﹤0.01%
1,116
-2,709
1275
$64K ﹤0.01%
2,541
-3,941
49 50
51
52 53