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
1551
$31K ﹤0.01%
1,237
-1,960
1552
$31K ﹤0.01%
234
1553
$31K ﹤0.01%
571
-238
1554
$31K ﹤0.01%
119
+29
1555
$31K ﹤0.01%
159
+3
1556
$30K ﹤0.01%
2,000
-2,000
1557
$30K ﹤0.01%
380
-1
1558
$30K ﹤0.01%
+1,000
1559
$30K ﹤0.01%
1,826
+985
1560
$30K ﹤0.01%
1,000
1561
$30K ﹤0.01%
+321
1562
$30K ﹤0.01%
73
+63
1563
$30K ﹤0.01%
616
-567
1564
$30K ﹤0.01%
1,500
1565
$30K ﹤0.01%
170
-30
1566
$30K ﹤0.01%
169
-17
1567
$30K ﹤0.01%
162
1568
$30K ﹤0.01%
379
-492
1569
$30K ﹤0.01%
1,220
1570
$30K ﹤0.01%
269
+27
1571
$30K ﹤0.01%
+2,848
1572
$30K ﹤0.01%
903
1573
$30K ﹤0.01%
+930
1574
$29K ﹤0.01%
436
1575
$29K ﹤0.01%
491
+454
61 62
63
64 65