IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
9,203
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$10.7M
3
+$10.5M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$9.13M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$8.23M

Top Sells

1
+$14.1M
2
+$11.8M
3
+$10.8M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$9.31M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.1M

Sector Composition

1 Technology 3%
2 Consumer Discretionary 1.9%
3 Financials 1.75%
4 Healthcare 1.49%
5 Communication Services 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$2K ﹤0.01%
29
2502
$2K ﹤0.01%
56
2503
$2K ﹤0.01%
119
2504
$2K ﹤0.01%
+50
2505
$2K ﹤0.01%
+109
2506
$2K ﹤0.01%
170
2507
$2K ﹤0.01%
23
-24
2508
$2K ﹤0.01%
53
2509
$2K ﹤0.01%
+66
2510
$2K ﹤0.01%
100
2511
$2K ﹤0.01%
12
2512
$2K ﹤0.01%
29
2513
– –
-5
2514
$2K ﹤0.01%
144
2515
$2K ﹤0.01%
26
-78
2516
$2K ﹤0.01%
+98
2517
$2K ﹤0.01%
278
-490
2518
$2K ﹤0.01%
33
-32
2519
$2K ﹤0.01%
125
-270
2520
$2K ﹤0.01%
27
-54
2521
$2K ﹤0.01%
86
2522
$2K ﹤0.01%
40
-1,293
2523
$2K ﹤0.01%
+75
2524
$2K ﹤0.01%
49
-985
2525
$2K ﹤0.01%
69
99 100
101
102 103