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
1826
$16K ﹤0.01%
210
1827
$16K ﹤0.01%
160
1828
$15K ﹤0.01%
+473
1829
$15K ﹤0.01%
43
-40
1830
$15K ﹤0.01%
+141
1831
$15K ﹤0.01%
432
+10
1832
$15K ﹤0.01%
250
+2
1833
$15K ﹤0.01%
152
+74
1834
$15K ﹤0.01%
341
-133
1835
$15K ﹤0.01%
175
+150
1836
$15K ﹤0.01%
411
-915
1837
$15K ﹤0.01%
544
+208
1838
$15K ﹤0.01%
459
+308
1839
$15K ﹤0.01%
1,726
-1,584
1840
$15K ﹤0.01%
+750
1841
$15K ﹤0.01%
768
-703
1842
$15K ﹤0.01%
220
-273
1843
$15K ﹤0.01%
210
-279
1844
$15K ﹤0.01%
337
+108
1845
$15K ﹤0.01%
500
1846
$15K ﹤0.01%
115
-430
1847
$15K ﹤0.01%
56,059
+6,686
1848
$15K ﹤0.01%
408
1849
$15K ﹤0.01%
300
-52
1850
$15K ﹤0.01%
600
72 73
74
75 76