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
1676
$24K ﹤0.01%
884
+20
1677
$23K ﹤0.01%
+283
1678
$23K ﹤0.01%
384
+376
1679
$23K ﹤0.01%
855
-322
1680
$23K ﹤0.01%
+720
1681
$23K ﹤0.01%
50
-10
1682
$23K ﹤0.01%
936
-9,936
1683
$23K ﹤0.01%
736
+700
1684
$23K ﹤0.01%
+1,000
1685
$23K ﹤0.01%
350
1686
$23K ﹤0.01%
400
+100
1687
$23K ﹤0.01%
266
+150
1688
$23K ﹤0.01%
575
1689
$23K ﹤0.01%
346
-277
1690
$23K ﹤0.01%
535
-67
1691
$23K ﹤0.01%
508
+56
1692
$22K ﹤0.01%
389
1693
$22K ﹤0.01%
1,100
+100
1694
$22K ﹤0.01%
689
-1,899
1695
$22K ﹤0.01%
639
1696
$22K ﹤0.01%
270
-1,768
1697
$22K ﹤0.01%
438
-8
1698
$22K ﹤0.01%
1,200
-2,885
1699
$22K ﹤0.01%
401
-43
1700
$22K ﹤0.01%
121
66 67
68
69 70