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
151
$2.82M 0.06%
38,410
+37,975
152
$2.81M 0.05%
12,785
+2,321
153
$2.8M 0.05%
34,018
-7,131
154
$2.8M 0.05%
31,039
-1,021
155
$2.79M 0.05%
9,986
+2,154
156
$2.79M 0.05%
61,608
-7,194
157
$2.78M 0.05%
29,328
+1,608
158
$2.75M 0.05%
7,444
+815
159
$2.72M 0.05%
53,809
+36,305
160
$2.69M 0.05%
23,203
+2,552
161
$2.67M 0.05%
39,772
-4,320
162
$2.66M 0.05%
100,923
+24,534
163
$2.65M 0.05%
40,627
+4,264
164
$2.64M 0.05%
26,858
-5,849
165
$2.63M 0.05%
14,384
-31
166
$2.62M 0.05%
66,799
+66,250
167
$2.61M 0.05%
53,117
-64,379
168
$2.61M 0.05%
27,968
-2,311
169
$2.59M 0.05%
39,335
+39,316
170
$2.58M 0.05%
29,018
-10,534
171
$2.56M 0.05%
22,408
-2,456
172
$2.55M 0.05%
18,874
-707
173
$2.53M 0.05%
44,758
+8,950
174
$2.52M 0.05%
28,335
+15,289
175
$2.5M 0.05%
50,140
5 6
7
8 9