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
176
$2.5M 0.05%
12,342
+2,078
177
$2.49M 0.05%
68,896
-63,213
178
$2.44M 0.05%
12,267
-2,604
179
$2.41M 0.05%
43,121
-819
180
$2.37M 0.05%
10,638
+264
181
$2.34M 0.05%
27,092
-985
182
$2.33M 0.05%
73,870
+13,198
183
$2.32M 0.05%
25,449
-17,707
184
$2.29M 0.04%
10,690
+1,493
185
$2.28M 0.04%
21,186
+5,588
186
$2.27M 0.04%
45,908
+6,249
187
$2.24M 0.04%
9,099
+1,800
188
$2.23M 0.04%
54,869
+744
189
$2.23M 0.04%
85,184
-80,570
190
$2.22M 0.04%
20,272
+219
191
$2.19M 0.04%
35,247
+31,690
192
$2.18M 0.04%
29,071
-2,093
193
$2.17M 0.04%
89,431
+12,601
194
$2.17M 0.04%
18,075
-2,115
195
$2.15M 0.04%
11,280
+1,355
196
$2.12M 0.04%
55,884
-18,025
197
$2.1M 0.04%
36,463
+36,088
198
$2.08M 0.04%
77,931
+25,093
199
$2.07M 0.04%
40,521
+35,453
200
$2.05M 0.04%
36,281
+6,592
6 7
8
9 10