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
1426
$45K ﹤0.01%
1,142
-1,580
1427
$44K ﹤0.01%
342
+112
1428
$44K ﹤0.01%
421
1429
$44K ﹤0.01%
500
1430
$44K ﹤0.01%
1,979
-3,002
1431
$44K ﹤0.01%
188
1432
$44K ﹤0.01%
237
-25
1433
$44K ﹤0.01%
+500
1434
$44K ﹤0.01%
1,750
-1,809
1435
$43K ﹤0.01%
2,076
-263
1436
$43K ﹤0.01%
6,200
1437
$43K ﹤0.01%
1,281
1438
$43K ﹤0.01%
959
+257
1439
$43K ﹤0.01%
474
+152
1440
$43K ﹤0.01%
313
+48
1441
$43K ﹤0.01%
551
+509
1442
$43K ﹤0.01%
367
-411
1443
$43K ﹤0.01%
651
+117
1444
$43K ﹤0.01%
600
1445
$43K ﹤0.01%
520
1446
$42K ﹤0.01%
1,373
1447
$42K ﹤0.01%
711
+137
1448
$42K ﹤0.01%
1,990
+1,385
1449
$41K ﹤0.01%
294
+173
1450
$41K ﹤0.01%
457
+358
56 57
58
59 60