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
201
$2.01M 0.04%
95,519
-10,277
202
$2.01M 0.04%
7,086
-961
203
$1.99M 0.04%
23,725
+13,213
204
$1.99M 0.04%
+79,914
205
$1.97M 0.04%
71,176
+13,618
206
$1.97M 0.04%
12,273
+773
207
$1.96M 0.04%
20,486
+1,823
208
$1.93M 0.04%
8,736
-641
209
$1.92M 0.04%
15,808
+2,912
210
$1.91M 0.04%
70,602
+630
211
$1.89M 0.04%
16,085
+15,966
212
$1.89M 0.04%
26,875
-5,236
213
$1.89M 0.04%
7,248
-8,120
214
$1.89M 0.04%
86,649
-111,207
215
$1.87M 0.04%
39,027
+3,787
216
$1.86M 0.04%
5,184
-411
217
$1.85M 0.04%
111,872
+86,765
218
$1.84M 0.04%
22,042
-1,632
219
$1.84M 0.04%
12,261
-499
220
$1.83M 0.04%
8,575
+1,055
221
$1.82M 0.04%
6,632
-1,420
222
$1.81M 0.04%
10,980
+2,288
223
$1.81M 0.04%
57,940
-66,798
224
$1.8M 0.04%
88,844
-7,275
225
$1.79M 0.03%
31,030
-32,845
7 8
9
10 11