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
2101
$7K ﹤0.01%
+50
2102
$7K ﹤0.01%
300
2103
$7K ﹤0.01%
124
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2104
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46
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2107
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500
2108
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375
2109
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2110
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975
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2111
$7K ﹤0.01%
500
2112
$7K ﹤0.01%
355
-2,585
2113
$7K ﹤0.01%
75
2114
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+150
2115
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+500
2116
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2117
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2118
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105
-118
2119
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100
2120
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100
-100
2121
$7K ﹤0.01%
200
2122
$7K ﹤0.01%
718
+700
2123
$7K ﹤0.01%
242
2124
$7K ﹤0.01%
203
+176
2125
$7K ﹤0.01%
341
-500
83 84
85
86 87