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
2401
$3K ﹤0.01%
56
-1,037
2402
$3K ﹤0.01%
650
2403
$3K ﹤0.01%
26
-325
2404
$3K ﹤0.01%
143
+44
2405
$3K ﹤0.01%
55
2406
$3K ﹤0.01%
250
2407
$3K ﹤0.01%
750
-2,750
2408
$3K ﹤0.01%
81
2409
$3K ﹤0.01%
112
-2,229
2410
$3K ﹤0.01%
+65
2411
$3K ﹤0.01%
500
2412
$3K ﹤0.01%
79
-87
2413
$3K ﹤0.01%
67
-527
2414
$3K ﹤0.01%
400
2415
$3K ﹤0.01%
21
-5
2416
$3K ﹤0.01%
62
-10
2417
$3K ﹤0.01%
148
2418
$3K ﹤0.01%
75
2419
$3K ﹤0.01%
+21
2420
$3K ﹤0.01%
11
-11
2421
$3K ﹤0.01%
89
2422
$3K ﹤0.01%
93
-91
2423
$3K ﹤0.01%
+50
2424
$3K ﹤0.01%
233
-7,140
2425
$3K ﹤0.01%
17
95 96
97
98 99