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
2051
$8K ﹤0.01%
124
-226
2052
$8K ﹤0.01%
74
-169
2053
$8K ﹤0.01%
116
-287
2054
$8K ﹤0.01%
+109
2055
$8K ﹤0.01%
123
-406
2056
$8K ﹤0.01%
+111
2057
$8K ﹤0.01%
200
2058
$8K ﹤0.01%
59
-112
2059
$8K ﹤0.01%
169
-6,793
2060
$8K ﹤0.01%
175
-431
2061
$8K ﹤0.01%
646
2062
$8K ﹤0.01%
315
2063
$8K ﹤0.01%
80
-189
2064
$8K ﹤0.01%
+150
2065
$8K ﹤0.01%
67
-23
2066
$8K ﹤0.01%
136
-1,878
2067
$8K ﹤0.01%
37
-12
2068
$8K ﹤0.01%
1,130
+375
2069
$8K ﹤0.01%
89
-161
2070
$8K ﹤0.01%
923
+128
2071
$8K ﹤0.01%
+36
2072
$8K ﹤0.01%
783
+400
2073
$8K ﹤0.01%
132
+100
2074
$8K ﹤0.01%
150
2075
$8K ﹤0.01%
323
81 82
83
84 85