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
2201
$6K ﹤0.01%
+83
2202
$6K ﹤0.01%
154
-55
2203
$6K ﹤0.01%
+163
2204
$6K ﹤0.01%
1,600
-7,000
2205
$6K ﹤0.01%
100
2206
$6K ﹤0.01%
57
-9
2207
$6K ﹤0.01%
185
+65
2208
$6K ﹤0.01%
307
-209
2209
$6K ﹤0.01%
1,000
+500
2210
$6K ﹤0.01%
506
2211
– –
0
2212
$6K ﹤0.01%
6,660
2213
$6K ﹤0.01%
130
2214
$6K ﹤0.01%
+1,000
2215
$6K ﹤0.01%
800
2216
$6K ﹤0.01%
200
2217
$6K ﹤0.01%
500
2218
$6K ﹤0.01%
100
2219
$6K ﹤0.01%
1,118
2220
$5K ﹤0.01%
100
-175
2221
$5K ﹤0.01%
49
2222
$5K ﹤0.01%
+90
2223
$5K ﹤0.01%
110
+42
2224
$5K ﹤0.01%
+235
2225
$5K ﹤0.01%
94
-11
87 88
89
90 91