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
2526
$2K ﹤0.01%
20
-28
2527
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+200
2528
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2529
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2531
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+350
2534
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78
+68
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950
-50
2536
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+150
2537
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131
+102
2538
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39
-4
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2541
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16
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+1,000
2543
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220
-1,500
2544
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38
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2545
$2K ﹤0.01%
8
-15
2546
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104
2547
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112
2548
$2K ﹤0.01%
88
2549
– –
0
2550
$1K ﹤0.01%
52
-776
100 101
102
103 104