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
2151
$6K ﹤0.01%
61
-76
2152
$6K ﹤0.01%
67
+12
2153
$6K ﹤0.01%
43
-47
2154
$6K ﹤0.01%
170
2155
$6K ﹤0.01%
300
2156
$6K ﹤0.01%
285
+78
2157
$6K ﹤0.01%
39
-135
2158
$6K ﹤0.01%
72
-95
2159
$6K ﹤0.01%
85
-38
2160
$6K ﹤0.01%
109
-6
2161
$6K ﹤0.01%
68
-82
2162
$6K ﹤0.01%
174
+99
2163
$6K ﹤0.01%
106
2164
$6K ﹤0.01%
+192
2165
$6K ﹤0.01%
187
2166
$6K ﹤0.01%
213
2167
$6K ﹤0.01%
100
-225
2168
$6K ﹤0.01%
68
-80
2169
$6K ﹤0.01%
27
-51
2170
$6K ﹤0.01%
46
2171
$6K ﹤0.01%
87
-125
2172
$6K ﹤0.01%
105
-149
2173
$6K ﹤0.01%
85
-110
2174
$6K ﹤0.01%
88
-299
2175
$6K ﹤0.01%
487
+458
85 86
87
88 89