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
1626
$26K ﹤0.01%
210
+124
1627
$26K ﹤0.01%
491
1628
$26K ﹤0.01%
+243
1629
$26K ﹤0.01%
+1,210
1630
$26K ﹤0.01%
1,100
-2,077
1631
$25K ﹤0.01%
425
1632
$25K ﹤0.01%
+2,778
1633
$25K ﹤0.01%
4,469
1634
$25K ﹤0.01%
800
-12,591
1635
$25K ﹤0.01%
377
+106
1636
$25K ﹤0.01%
967
-17,571
1637
$25K ﹤0.01%
810
+529
1638
$25K ﹤0.01%
+660
1639
$25K ﹤0.01%
+2,500
1640
$25K ﹤0.01%
450
-188
1641
$25K ﹤0.01%
+1,700
1642
$25K ﹤0.01%
+1,000
1643
$25K ﹤0.01%
730
+255
1644
$25K ﹤0.01%
2,172
-12,601
1645
$25K ﹤0.01%
90
+23
1646
$25K ﹤0.01%
1,257
-650
1647
$25K ﹤0.01%
858
+550
1648
$25K ﹤0.01%
482
-1,173
1649
$25K ﹤0.01%
261
-24
1650
$25K ﹤0.01%
294
-200
64 65
66
67 68