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
2326
$4K ﹤0.01%
31
+15
2327
$4K ﹤0.01%
124
2328
$4K ﹤0.01%
1,000
-100
2329
$4K ﹤0.01%
88
2330
$4K ﹤0.01%
+7
2331
$4K ﹤0.01%
93
2332
$4K ﹤0.01%
6
2333
$4K ﹤0.01%
31
-78
2334
$4K ﹤0.01%
87
-87
2335
$4K ﹤0.01%
97
2336
$4K ﹤0.01%
+400
2337
$4K ﹤0.01%
+500
2338
$4K ﹤0.01%
19
-19
2339
$4K ﹤0.01%
11
-10
2340
$4K ﹤0.01%
2,200
2341
$4K ﹤0.01%
57
2342
$4K ﹤0.01%
414
2343
$4K ﹤0.01%
+400
2344
$4K ﹤0.01%
87
-34
2345
$4K ﹤0.01%
100
-1
2346
$4K ﹤0.01%
+100
2347
$4K ﹤0.01%
100
2348
$4K ﹤0.01%
45
+3
2349
$3K ﹤0.01%
56
-90
2350
$3K ﹤0.01%
29
92 93
94
95 96