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
1951
$11K ﹤0.01%
339
1952
$11K ﹤0.01%
1,105
-13
1953
$11K ﹤0.01%
149
+23
1954
$11K ﹤0.01%
2,153
1955
$11K ﹤0.01%
124
+69
1956
$11K ﹤0.01%
+213
1957
$11K ﹤0.01%
227
1958
$11K ﹤0.01%
500
1959
$11K ﹤0.01%
53
-23
1960
$11K ﹤0.01%
27
-4
1961
$11K ﹤0.01%
1,231
1962
$11K ﹤0.01%
+105
1963
$11K ﹤0.01%
+325
1964
$11K ﹤0.01%
300
-200
1965
$11K ﹤0.01%
326
+100
1966
$11K ﹤0.01%
+465
1967
$11K ﹤0.01%
400
-8,070
1968
$11K ﹤0.01%
+1,452
1969
$11K ﹤0.01%
600
-400
1970
$11K ﹤0.01%
+300
1971
$11K ﹤0.01%
183
+105
1972
$11K ﹤0.01%
204
1973
$11K ﹤0.01%
+117
1974
$11K ﹤0.01%
217
1975
$11K ﹤0.01%
861
+694
77 78
79
80 81