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
2251
$5K ﹤0.01%
200
2252
$5K ﹤0.01%
102
2253
$5K ﹤0.01%
160
+100
2254
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491
2255
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250
2256
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37
2257
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416
2258
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142
+7
2259
$5K ﹤0.01%
2,500
2260
$5K ﹤0.01%
90
-96
2261
$5K ﹤0.01%
35
+23
2262
$5K ﹤0.01%
48
-56
2263
$5K ﹤0.01%
500
2264
$5K ﹤0.01%
75
2265
$5K ﹤0.01%
250
2266
$5K ﹤0.01%
149
-141
2267
$5K ﹤0.01%
99
-23
2268
$5K ﹤0.01%
104
-70
2269
$5K ﹤0.01%
126
+100
2270
$5K ﹤0.01%
342
2271
$5K ﹤0.01%
40
-782
2272
$5K ﹤0.01%
52
-42
2273
$5K ﹤0.01%
80
-168
2274
$5K ﹤0.01%
19
-1,361
2275
$5K ﹤0.01%
101
-99
89 90
91
92 93