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
2351
$3K ﹤0.01%
+375
2352
$3K ﹤0.01%
38
-754
2353
$3K ﹤0.01%
36
-257
2354
$3K ﹤0.01%
555
-1,138
2355
$3K ﹤0.01%
104
2356
$3K ﹤0.01%
47
-870
2357
$3K ﹤0.01%
60
-76
2358
$3K ﹤0.01%
279
2359
$3K ﹤0.01%
40
2360
$3K ﹤0.01%
84
+74
2361
$3K ﹤0.01%
44
2362
$3K ﹤0.01%
8
-117
2363
$3K ﹤0.01%
65
2364
$3K ﹤0.01%
65
2365
$3K ﹤0.01%
60
2366
$3K ﹤0.01%
130
-33
2367
$3K ﹤0.01%
71
2368
$3K ﹤0.01%
95
-708
2369
$3K ﹤0.01%
180
-2,673
2370
$3K ﹤0.01%
56
2371
$3K ﹤0.01%
136
+83
2372
$3K ﹤0.01%
63
2373
$3K ﹤0.01%
53
2374
$3K ﹤0.01%
150
2375
$3K ﹤0.01%
+22
93 94
95
96 97