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
2301
$4K ﹤0.01%
37
-69
2302
$4K ﹤0.01%
400
+200
2303
$4K ﹤0.01%
38
-231
2304
$4K ﹤0.01%
17
2305
$4K ﹤0.01%
60
-1,094
2306
$4K ﹤0.01%
100
-150
2307
$4K ﹤0.01%
60
-1,153
2308
$4K ﹤0.01%
453
-19,316
2309
$4K ﹤0.01%
93
-116
2310
$4K ﹤0.01%
66
2311
$4K ﹤0.01%
100
2312
$4K ﹤0.01%
+96
2313
$4K ﹤0.01%
155
-440
2314
$4K ﹤0.01%
194
2315
$4K ﹤0.01%
89
2316
$4K ﹤0.01%
+20
2317
$4K ﹤0.01%
+1
2318
$4K ﹤0.01%
71
-507
2319
$4K ﹤0.01%
426
2320
$4K ﹤0.01%
+7
2321
$4K ﹤0.01%
300
-900
2322
$4K ﹤0.01%
160
+115
2323
$4K ﹤0.01%
155
-12,530
2324
$4K ﹤0.01%
16
2325
$4K ﹤0.01%
295
91 92
93
94 95