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
1701
$22K ﹤0.01%
62,837
+238
1702
$22K ﹤0.01%
454
1703
$22K ﹤0.01%
+288
1704
$22K ﹤0.01%
+400
1705
$22K ﹤0.01%
+2
1706
$22K ﹤0.01%
+688
1707
$22K ﹤0.01%
490
1708
$22K ﹤0.01%
+795
1709
$21K ﹤0.01%
157
+4
1710
$21K ﹤0.01%
256
1711
$21K ﹤0.01%
642
+323
1712
$21K ﹤0.01%
897
1713
$21K ﹤0.01%
806
+63
1714
$21K ﹤0.01%
428
-315
1715
$21K ﹤0.01%
490
+322
1716
$21K ﹤0.01%
38
-81
1717
$21K ﹤0.01%
100
1718
$21K ﹤0.01%
1,340
-390
1719
$21K ﹤0.01%
507
+221
1720
$21K ﹤0.01%
98
1721
$21K ﹤0.01%
518
-241
1722
$21K ﹤0.01%
6,277
+4,108
1723
$21K ﹤0.01%
400
+100
1724
$21K ﹤0.01%
429
-98
1725
$20K ﹤0.01%
227
67 68
69
70 71