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
2076
$8K ﹤0.01%
256
-43,486
2077
$8K ﹤0.01%
860
+6
2078
$8K ﹤0.01%
1
2079
$8K ﹤0.01%
244
+4
2080
$8K ﹤0.01%
103
+20
2081
$8K ﹤0.01%
382
-2,234
2082
$8K ﹤0.01%
1,750
2083
$8K ﹤0.01%
+250
2084
$8K ﹤0.01%
274
2085
$8K ﹤0.01%
300
+100
2086
$8K ﹤0.01%
127
+117
2087
$8K ﹤0.01%
443
2088
$8K ﹤0.01%
461
-44,436
2089
$8K ﹤0.01%
70
-52
2090
$8K ﹤0.01%
53
-37
2091
$8K ﹤0.01%
3,077
+2,000
2092
$8K ﹤0.01%
66
+7
2093
$8K ﹤0.01%
200
+100
2094
$8K ﹤0.01%
65
-1,071
2095
$8K ﹤0.01%
150
2096
$8K ﹤0.01%
338
+76
2097
$7K ﹤0.01%
150
2098
– –
0
2099
$7K ﹤0.01%
338
2100
$7K ﹤0.01%
365
82 83
84
85 86