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
1901
$13K ﹤0.01%
479
+254
1902
$13K ﹤0.01%
650
-100
1903
$13K ﹤0.01%
834
1904
$13K ﹤0.01%
+50
1905
$13K ﹤0.01%
221
+154
1906
$13K ﹤0.01%
+279
1907
$13K ﹤0.01%
+950
1908
$13K ﹤0.01%
1,370
-1,474
1909
$13K ﹤0.01%
207
+28
1910
$13K ﹤0.01%
157
-4
1911
$12K ﹤0.01%
125
+104
1912
$12K ﹤0.01%
945
+918
1913
$12K ﹤0.01%
154
1914
$12K ﹤0.01%
125
+74
1915
$12K ﹤0.01%
417
+311
1916
$12K ﹤0.01%
428
1917
$12K ﹤0.01%
265
1918
$12K ﹤0.01%
359
1919
$12K ﹤0.01%
90
+78
1920
$12K ﹤0.01%
+150
1921
$12K ﹤0.01%
59
-249
1922
$12K ﹤0.01%
1,198
-1,000
1923
$12K ﹤0.01%
109
-760
1924
$12K ﹤0.01%
620
+20
1925
$12K ﹤0.01%
+400
75 76
77
78 79