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
1526
$33K ﹤0.01%
1,107
+300
1527
$33K ﹤0.01%
885
-6,998
1528
$33K ﹤0.01%
1,480
+1,380
1529
$32K ﹤0.01%
+580
1530
$32K ﹤0.01%
190
-140
1531
$32K ﹤0.01%
1,759
+99
1532
$32K ﹤0.01%
1,484
-579
1533
$32K ﹤0.01%
462
-152
1534
$32K ﹤0.01%
2,129
+700
1535
$32K ﹤0.01%
335
1536
$32K ﹤0.01%
940
+6
1537
$32K ﹤0.01%
1,782
+1,252
1538
$32K ﹤0.01%
648
-857
1539
$32K ﹤0.01%
658
-553
1540
$32K ﹤0.01%
416
1541
$32K ﹤0.01%
217
-43
1542
$31K ﹤0.01%
986
+315
1543
$31K ﹤0.01%
+375
1544
$31K ﹤0.01%
1,288
-21
1545
$31K ﹤0.01%
1,673
+169
1546
$31K ﹤0.01%
113
-209
1547
$31K ﹤0.01%
417
-46,096
1548
$31K ﹤0.01%
734
-3,439
1549
$31K ﹤0.01%
+440
1550
$31K ﹤0.01%
353
-13,398
60 61
62
63 64