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
1576
$29K ﹤0.01%
509
-3,073
1577
$29K ﹤0.01%
645
1578
$29K ﹤0.01%
500
-1,400
1579
$29K ﹤0.01%
710
1580
$29K ﹤0.01%
+714
1581
$29K ﹤0.01%
1,878
+700
1582
$29K ﹤0.01%
861
+495
1583
$29K ﹤0.01%
1,571
1584
$29K ﹤0.01%
909
1585
$29K ﹤0.01%
+4,000
1586
$29K ﹤0.01%
+1,560
1587
$29K ﹤0.01%
149
-26
1588
$28K ﹤0.01%
82
+29
1589
$28K ﹤0.01%
46
-12
1590
$28K ﹤0.01%
732
+8
1591
$28K ﹤0.01%
366
-5,418
1592
$28K ﹤0.01%
500
-442
1593
$28K ﹤0.01%
97
1594
$28K ﹤0.01%
660
+140
1595
$28K ﹤0.01%
930
-355
1596
$28K ﹤0.01%
139
+40
1597
$28K ﹤0.01%
1,543
+99
1598
$27K ﹤0.01%
5,969
1599
$27K ﹤0.01%
50
+45
1600
$27K ﹤0.01%
506
+460
62 63
64
65 66