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
2176
$6K ﹤0.01%
76
-33
2177
$6K ﹤0.01%
149
-160
2178
$6K ﹤0.01%
148
2179
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+200
2180
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96
-14
2181
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96
+50
2182
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210
+137
2183
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32
+2
2184
$6K ﹤0.01%
109
2185
$6K ﹤0.01%
+300
2186
$6K ﹤0.01%
28
-24
2187
$6K ﹤0.01%
+200
2188
$6K ﹤0.01%
+303
2189
$6K ﹤0.01%
68
-5,288
2190
$6K ﹤0.01%
+16
2191
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2192
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113
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2193
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90
-89
2194
$6K ﹤0.01%
159
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2195
$6K ﹤0.01%
39
-66
2196
$6K ﹤0.01%
164
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2197
$6K ﹤0.01%
+203
2198
$6K ﹤0.01%
395
+25
2199
$6K ﹤0.01%
285
-385
2200
$6K ﹤0.01%
1,000
86 87
88
89 90