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
1976
$11K ﹤0.01%
192
-100
1977
$11K ﹤0.01%
192
+1
1978
$11K ﹤0.01%
300
1979
$11K ﹤0.01%
144
-28
1980
$11K ﹤0.01%
+80
1981
$11K ﹤0.01%
326
1982
$10K ﹤0.01%
80
1983
– –
0
1984
$10K ﹤0.01%
1,305
1985
$10K ﹤0.01%
+320
1986
$10K ﹤0.01%
31
-6
1987
$10K ﹤0.01%
+200
1988
$10K ﹤0.01%
144
-139
1989
$10K ﹤0.01%
206
1990
$10K ﹤0.01%
120
-477
1991
$10K ﹤0.01%
105
-3
1992
$10K ﹤0.01%
316
-5,644
1993
$10K ﹤0.01%
2,845
+845
1994
$10K ﹤0.01%
193
+166
1995
$10K ﹤0.01%
327
1996
$10K ﹤0.01%
72
1997
$10K ﹤0.01%
+187
1998
$10K ﹤0.01%
287
+265
1999
$10K ﹤0.01%
+750
2000
$10K ﹤0.01%
3
78 79
80
81 82