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
276
$1.47M 0.03%
8,086
-1,294
277
$1.47M 0.03%
6,441
+145
278
$1.47M 0.03%
12,413
+1,762
279
$1.46M 0.03%
13,017
+2,099
280
$1.45M 0.03%
28,677
-51,520
281
$1.45M 0.03%
28,287
+418
282
$1.45M 0.03%
19,654
+428
283
$1.45M 0.03%
31,618
+11,589
284
$1.44M 0.03%
9,832
+54
285
$1.43M 0.03%
9,929
-493
286
$1.42M 0.03%
12,461
-45,418
287
$1.41M 0.03%
10,650
-7,097
288
$1.39M 0.03%
14,925
-1,371
289
$1.38M 0.03%
4,492
-3,049
290
$1.36M 0.03%
25,902
-35
291
$1.35M 0.03%
22,680
+3,071
292
$1.31M 0.03%
22,235
+1,952
293
$1.31M 0.03%
40,223
+1,600
294
$1.31M 0.03%
12,935
-16,024
295
$1.3M 0.03%
19,069
+17,592
296
$1.3M 0.03%
52,176
-4,728
297
$1.3M 0.03%
19,075
+7,357
298
$1.29M 0.03%
14,556
-1,039
299
$1.28M 0.03%
1,690
+248
300
$1.28M 0.02%
9,376
+2,008
10 11
12
13 14