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
1651
$25K ﹤0.01%
473
-367
1652
$25K ﹤0.01%
1,000
1653
$25K ﹤0.01%
+343
1654
$24K ﹤0.01%
478
+234
1655
$24K ﹤0.01%
+1,850
1656
$24K ﹤0.01%
1,015
+15
1657
$24K ﹤0.01%
501
-14
1658
$24K ﹤0.01%
557
-92
1659
$24K ﹤0.01%
1,500
1660
$24K ﹤0.01%
+931
1661
$24K ﹤0.01%
21
+8
1662
$24K ﹤0.01%
+133
1663
$24K ﹤0.01%
147
-251
1664
$24K ﹤0.01%
+930
1665
$24K ﹤0.01%
720
-100
1666
$24K ﹤0.01%
72
-57
1667
$24K ﹤0.01%
+1,400
1668
$24K ﹤0.01%
1,073
-1,913
1669
$24K ﹤0.01%
711
-6,926
1670
$24K ﹤0.01%
5,907
+3,604
1671
$24K ﹤0.01%
+1,016
1672
$24K ﹤0.01%
1,055
1673
$24K ﹤0.01%
924
+624
1674
$24K ﹤0.01%
300
-100
1675
$24K ﹤0.01%
750
65 66
67
68 69