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
2651
$1K ﹤0.01%
4
+1
2652
$1K ﹤0.01%
59
2653
$1K ﹤0.01%
20
-236
2654
$1K ﹤0.01%
500
2655
$1K ﹤0.01%
6
2656
$1K ﹤0.01%
51
2657
$1K ﹤0.01%
50
2658
$1K ﹤0.01%
26
2659
$1K ﹤0.01%
200
2660
$1K ﹤0.01%
25
2661
$1K ﹤0.01%
21
2662
$1K ﹤0.01%
+2
2663
$1K ﹤0.01%
+3
2664
$1K ﹤0.01%
12
2665
$1K ﹤0.01%
50
-378
2666
$1K ﹤0.01%
63
2667
$1K ﹤0.01%
67
2668
$1K ﹤0.01%
80
2669
$1K ﹤0.01%
5
2670
$1K ﹤0.01%
28
2671
$1K ﹤0.01%
+25
2672
$1K ﹤0.01%
10
2673
$1K ﹤0.01%
9
2674
$1K ﹤0.01%
8
+2
2675
$1K ﹤0.01%
+24
105 106
107
108 109