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
2376
$3K ﹤0.01%
200
+158
2377
$3K ﹤0.01%
+90
2378
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50
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100
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34
-40
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2382
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100
-43
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62
-12
2384
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250
-19
2385
$3K ﹤0.01%
428
2386
$3K ﹤0.01%
1,047
2387
$3K ﹤0.01%
52
-77
2388
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69
2389
$3K ﹤0.01%
42
-42
2390
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13
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$3K ﹤0.01%
62
-67
2393
– –
0
2394
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187
-1,000
2395
$3K ﹤0.01%
3
-82
2396
$3K ﹤0.01%
23
-11
2397
$3K ﹤0.01%
6
-192
2398
$3K ﹤0.01%
102
-375
2399
$3K ﹤0.01%
+200
2400
$3K ﹤0.01%
+200
94 95
96
97 98