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
1851
$15K ﹤0.01%
266
-1,164
1852
$15K ﹤0.01%
119
-31
1853
$14K ﹤0.01%
5,021
1854
$14K ﹤0.01%
232
-430
1855
$14K ﹤0.01%
150
1856
$14K ﹤0.01%
185
+180
1857
$14K ﹤0.01%
+750
1858
$14K ﹤0.01%
7
1859
$14K ﹤0.01%
983
+787
1860
$14K ﹤0.01%
194
-786
1861
$14K ﹤0.01%
1,078
-200
1862
$14K ﹤0.01%
378
1863
$14K ﹤0.01%
8,500
-404
1864
$14K ﹤0.01%
+667
1865
$14K ﹤0.01%
412
-4
1866
$14K ﹤0.01%
1,132
+1,000
1867
$14K ﹤0.01%
400
1868
$14K ﹤0.01%
178
+69
1869
$14K ﹤0.01%
315
-1
1870
$14K ﹤0.01%
221
+129
1871
$14K ﹤0.01%
724
-106
1872
$14K ﹤0.01%
270
-8
1873
$14K ﹤0.01%
209
+123
1874
$14K ﹤0.01%
485
-75
1875
$14K ﹤0.01%
+300
73 74
75
76 77