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
2126
$7K ﹤0.01%
+1,510
2127
$7K ﹤0.01%
800
2128
$7K ﹤0.01%
364
2129
$7K ﹤0.01%
2,400
2130
$7K ﹤0.01%
40
-24
2131
$7K ﹤0.01%
1,000
2132
$7K ﹤0.01%
125
2133
$7K ﹤0.01%
16
2134
$7K ﹤0.01%
76
2135
$7K ﹤0.01%
210
+190
2136
$7K ﹤0.01%
383
-52
2137
$7K ﹤0.01%
+107
2138
$7K ﹤0.01%
68
-82
2139
$7K ﹤0.01%
+200
2140
$7K ﹤0.01%
38
2141
$7K ﹤0.01%
+400
2142
$7K ﹤0.01%
106
-37
2143
$7K ﹤0.01%
379
-21
2144
$7K ﹤0.01%
150
-530
2145
– –
0
2146
$7K ﹤0.01%
+91
2147
$7K ﹤0.01%
+19
2148
$7K ﹤0.01%
+200
2149
$7K ﹤0.01%
250
+50
2150
$6K ﹤0.01%
190
84 85
86
87 88