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
1926
$12K ﹤0.01%
401
-589
1927
$12K ﹤0.01%
3,918
+316
1928
$12K ﹤0.01%
184
1929
$12K ﹤0.01%
700
1930
$12K ﹤0.01%
211
1931
$12K ﹤0.01%
230
+200
1932
$12K ﹤0.01%
4,216
-700
1933
$12K ﹤0.01%
600
-535
1934
$12K ﹤0.01%
2,965
+1,250
1935
$12K ﹤0.01%
123
+32
1936
$12K ﹤0.01%
200,000
1937
$12K ﹤0.01%
1,050
-173
1938
$12K ﹤0.01%
334
1939
$12K ﹤0.01%
200
-3,602
1940
$12K ﹤0.01%
323
+272
1941
$12K ﹤0.01%
82
1942
$12K ﹤0.01%
270
1943
$12K ﹤0.01%
400
-685
1944
$12K ﹤0.01%
527
1945
$12K ﹤0.01%
171
-5
1946
$12K ﹤0.01%
671
+3
1947
$12K ﹤0.01%
413
+2
1948
$12K ﹤0.01%
+450
1949
$11K ﹤0.01%
288
-38
1950
$11K ﹤0.01%
166
76 77
78
79 80