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
126
$3.39M 0.07%
6,933
+6,907
127
$3.38M 0.07%
25,459
+2,488
128
$3.34M 0.07%
52,535
+1,448
129
$3.31M 0.06%
25,604
+3,609
130
$3.27M 0.06%
60,394
+39,700
131
$3.21M 0.06%
62,997
+39,159
132
$3.18M 0.06%
+36,598
133
$3.16M 0.06%
47,976
+21,737
134
$3.13M 0.06%
64,333
+5,279
135
$3.12M 0.06%
8,145
+585
136
$3.12M 0.06%
29,715
+4,168
137
$3.09M 0.06%
12,771
+1,634
138
$3.08M 0.06%
+49,556
139
$3.08M 0.06%
80,333
-2,159
140
$3.08M 0.06%
50,562
-475
141
$3.08M 0.06%
42,791
-8,418
142
$3.01M 0.06%
64,920
-6,300
143
$3M 0.06%
16,548
+15,350
144
$2.99M 0.06%
21,183
+471
145
$2.98M 0.06%
68,521
+65,450
146
$2.94M 0.06%
65,067
+59,303
147
$2.92M 0.06%
75,627
-13,201
148
$2.88M 0.06%
79,120
+61,815
149
$2.88M 0.06%
20,340
+1,986
150
$2.86M 0.06%
46,017
-13,649
4 5
6
7 8