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
1751
$19K ﹤0.01%
410
-1,480
1752
$19K ﹤0.01%
381
+1
1753
$19K ﹤0.01%
420
1754
$19K ﹤0.01%
3,660
+298
1755
$19K ﹤0.01%
5,000
1756
$19K ﹤0.01%
153
+44
1757
$19K ﹤0.01%
+653
1758
$19K ﹤0.01%
1,720
1759
$19K ﹤0.01%
+750
1760
$19K ﹤0.01%
1,000
1761
$18K ﹤0.01%
+500
1762
$18K ﹤0.01%
139
+14
1763
$18K ﹤0.01%
161
-9
1764
$18K ﹤0.01%
250
-2,481
1765
$18K ﹤0.01%
450
1766
$18K ﹤0.01%
+560
1767
$18K ﹤0.01%
662
-160
1768
$18K ﹤0.01%
362
1769
$18K ﹤0.01%
500
1770
$18K ﹤0.01%
131
+29
1771
$18K ﹤0.01%
149
+94
1772
$18K ﹤0.01%
977
+175
1773
$18K ﹤0.01%
391
-1,088
1774
$18K ﹤0.01%
1,000
1775
$18K ﹤0.01%
+356
69 70
71
72 73