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
2026
$9K ﹤0.01%
+200
2027
$9K ﹤0.01%
227
-45
2028
$9K ﹤0.01%
589
-58,067
2029
$9K ﹤0.01%
195
2030
$9K ﹤0.01%
47
-164
2031
$9K ﹤0.01%
132
2032
$9K ﹤0.01%
485
2033
$9K ﹤0.01%
189
+23
2034
$9K ﹤0.01%
+24
2035
$9K ﹤0.01%
237
-1,730
2036
$9K ﹤0.01%
613
+7
2037
$9K ﹤0.01%
550
+50
2038
$9K ﹤0.01%
212
-20
2039
$9K ﹤0.01%
353
+125
2040
$9K ﹤0.01%
311
+12
2041
$9K ﹤0.01%
125
-199
2042
$9K ﹤0.01%
150
2043
$9K ﹤0.01%
122
-264
2044
$9K ﹤0.01%
65
+28
2045
$9K ﹤0.01%
250
+230
2046
$9K ﹤0.01%
253
-100
2047
$8K ﹤0.01%
125
+50
2048
$8K ﹤0.01%
58
+2
2049
$8K ﹤0.01%
+761
2050
$8K ﹤0.01%
+139
80 81
82
83 84