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
1776
$18K ﹤0.01%
480
1777
$18K ﹤0.01%
3,000
1778
$18K ﹤0.01%
2,357
+2,100
1779
$18K ﹤0.01%
+700
1780
$17K ﹤0.01%
200
1781
$17K ﹤0.01%
1,805
+555
1782
$17K ﹤0.01%
+68
1783
$17K ﹤0.01%
3,465
1784
$17K ﹤0.01%
1,000
-300
1785
$17K ﹤0.01%
430
+300
1786
$17K ﹤0.01%
285
+250
1787
$17K ﹤0.01%
+4,710
1788
$17K ﹤0.01%
1,650
1789
$17K ﹤0.01%
192
-67
1790
$17K ﹤0.01%
247
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1791
$17K ﹤0.01%
746
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1792
$17K ﹤0.01%
90
-6
1793
$17K ﹤0.01%
470
1794
$17K ﹤0.01%
217
-209
1795
$17K ﹤0.01%
180
-67
1796
$16K ﹤0.01%
+800
1797
$16K ﹤0.01%
332
+177
1798
$16K ﹤0.01%
136
+2
1799
$16K ﹤0.01%
496
1800
$16K ﹤0.01%
1,124
70 71
72
73 74