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
2001
$10K ﹤0.01%
456
2002
$10K ﹤0.01%
381
2003
$10K ﹤0.01%
2,500
-2,500
2004
$10K ﹤0.01%
348
-41
2005
$10K ﹤0.01%
270
2006
$10K ﹤0.01%
187
2007
$10K ﹤0.01%
213
+101
2008
$10K ﹤0.01%
552
-2,548
2009
$10K ﹤0.01%
+150
2010
$9K ﹤0.01%
416
+28
2011
$9K ﹤0.01%
80
2012
$9K ﹤0.01%
75
2013
$9K ﹤0.01%
600
-100
2014
$9K ﹤0.01%
130
2015
$9K ﹤0.01%
100
2016
$9K ﹤0.01%
+200
2017
$9K ﹤0.01%
+8,000
2018
$9K ﹤0.01%
238
2019
$9K ﹤0.01%
120
-75
2020
$9K ﹤0.01%
300
2021
$9K ﹤0.01%
329
2022
$9K ﹤0.01%
604
2023
$9K ﹤0.01%
236
2024
$9K ﹤0.01%
240
-1,220
2025
$9K ﹤0.01%
+200
79 80
81
82 83