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
1876
$14K ﹤0.01%
314
-287
1877
$14K ﹤0.01%
100
1878
$14K ﹤0.01%
+1,380
1879
$14K ﹤0.01%
+300
1880
$14K ﹤0.01%
+750
1881
$14K ﹤0.01%
267
+67
1882
$13K ﹤0.01%
64
-32
1883
$13K ﹤0.01%
176
-55
1884
$13K ﹤0.01%
+500
1885
$13K ﹤0.01%
149
-232
1886
$13K ﹤0.01%
375
-1,263
1887
$13K ﹤0.01%
316
-430
1888
$13K ﹤0.01%
242
1889
$13K ﹤0.01%
191
+31
1890
$13K ﹤0.01%
475
1891
$13K ﹤0.01%
298
-83
1892
$13K ﹤0.01%
210
+50
1893
$13K ﹤0.01%
307
1894
$13K ﹤0.01%
527
1895
$13K ﹤0.01%
+1,900
1896
$13K ﹤0.01%
110
-559
1897
$13K ﹤0.01%
207
+175
1898
$13K ﹤0.01%
+700
1899
$13K ﹤0.01%
181
+25
1900
$13K ﹤0.01%
100
74 75
76
77 78