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
1726
$20K ﹤0.01%
533
1727
$20K ﹤0.01%
192
-73
1728
$20K ﹤0.01%
2,109
+551
1729
$20K ﹤0.01%
149
1730
$20K ﹤0.01%
663
-88
1731
$20K ﹤0.01%
1,096
-21,800
1732
$20K ﹤0.01%
1,986
+26
1733
$20K ﹤0.01%
212
-310
1734
$20K ﹤0.01%
138
1735
$20K ﹤0.01%
3,575
+75
1736
$20K ﹤0.01%
5,247
-578
1737
$20K ﹤0.01%
513
1738
$20K ﹤0.01%
+600
1739
$20K ﹤0.01%
+286
1740
$20K ﹤0.01%
1,414
1741
$20K ﹤0.01%
821
-765
1742
$20K ﹤0.01%
196
+108
1743
$20K ﹤0.01%
1,442
-2,679
1744
$20K ﹤0.01%
8,500
1745
$20K ﹤0.01%
144
+14
1746
$20K ﹤0.01%
11,000
+10,000
1747
$20K ﹤0.01%
305
-795
1748
$19K ﹤0.01%
900
1749
$19K ﹤0.01%
+1,088
1750
$19K ﹤0.01%
413
+107
68 69
70
71 72