IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
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
9,205
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
1
$49.5M 0.96%
405,485
-8,491
2
$41.1M 0.8%
103,720
-28,037
3
$38.7M 0.75%
121,150
-12,824
4
$29.8M 0.58%
134,945
+71,308
5
$24.6M 0.48%
324,926
+74,677
6
$21.9M 0.43%
142,260
-1,080
7
$18.2M 0.35%
77,183
-232
8
$17.2M 0.34%
47,342
+11,094
9
$16.6M 0.32%
127,868
-32,868
10
$16.6M 0.32%
162,060
-13,460
11
$14.8M 0.29%
306,891
+67,466
12
$14.5M 0.28%
78,692
-8,702
13
$13.7M 0.27%
209,715
-4,951
14
$13.6M 0.26%
475,204
+283,065
15
$13.5M 0.26%
101,461
+8,945
16
$12.4M 0.24%
351,382
-60,515
17
$12.3M 0.24%
214,790
+31,376
18
$12.1M 0.24%
47,486
+4,065
19
$11.7M 0.23%
91,122
+84,473
20
$11.6M 0.23%
64,471
-22,031
21
$11.5M 0.22%
106,265
-18,450
22
$11.4M 0.22%
461,265
-25,278
23
$11.1M 0.22%
209,374
-262,680
24
$11M 0.21%
235,455
+63,629
25
$10.9M 0.21%
119,256
-1,727
1
2 3 4 5