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
1476
$39K ﹤0.01%
753
-12
1477
$39K ﹤0.01%
409
+51
1478
$39K ﹤0.01%
300
+200
1479
$39K ﹤0.01%
1,679
+507
1480
$38K ﹤0.01%
260
-18
1481
$38K ﹤0.01%
705
+43
1482
$38K ﹤0.01%
829
-480
1483
$38K ﹤0.01%
1,065
+1,000
1484
$38K ﹤0.01%
595
+565
1485
$38K ﹤0.01%
513
+60
1486
$38K ﹤0.01%
660
-213
1487
$37K ﹤0.01%
195
-22
1488
$37K ﹤0.01%
1,857
+1,847
1489
$37K ﹤0.01%
628
-39
1490
$37K ﹤0.01%
370
1491
$37K ﹤0.01%
425
-405
1492
$37K ﹤0.01%
720
+200
1493
$37K ﹤0.01%
444
1494
$37K ﹤0.01%
1,513
+1,356
1495
$36K ﹤0.01%
78
-42
1496
$36K ﹤0.01%
1,360
-3,656
1497
$36K ﹤0.01%
500
+100
1498
$36K ﹤0.01%
+300
1499
$36K ﹤0.01%
734
+362
1500
$36K ﹤0.01%
1,278
+1,189
58 59
60
61 62