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
1301
$61K ﹤0.01%
1,750
1302
$60K ﹤0.01%
+2,478
1303
$60K ﹤0.01%
4,395
+2,395
1304
$60K ﹤0.01%
450
1305
$60K ﹤0.01%
2,420
+772
1306
$60K ﹤0.01%
1,121
1307
$60K ﹤0.01%
1,215
+21
1308
$60K ﹤0.01%
5,406
+503
1309
$60K ﹤0.01%
1,147
+10
1310
$60K ﹤0.01%
465
+168
1311
$60K ﹤0.01%
1,614
-250
1312
$60K ﹤0.01%
3,700
+2,700
1313
$59K ﹤0.01%
+6,243
1314
$59K ﹤0.01%
+6,000
1315
$59K ﹤0.01%
2,117
-375
1316
$59K ﹤0.01%
978
-780
1317
$59K ﹤0.01%
2,925
-2,000
1318
$59K ﹤0.01%
938
-54
1319
$59K ﹤0.01%
3,401
+1,799
1320
$58K ﹤0.01%
1,372
1321
$58K ﹤0.01%
653
-20
1322
$58K ﹤0.01%
1,174
-445
1323
$58K ﹤0.01%
311
-181
1324
$58K ﹤0.01%
932
-298
1325
$58K ﹤0.01%
749
+90
51 52
53
54 55