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
376
$789K 0.02%
10,274
-193
377
$789K 0.02%
11,853
-3,228
378
$787K 0.02%
6,214
-2,785
379
$786K 0.02%
6,269
-107
380
$786K 0.02%
30,683
+4,500
381
$782K 0.02%
11,967
+261
382
$777K 0.02%
8,441
-47
383
$770K 0.02%
15,947
+505
384
$768K 0.01%
20,655
-5,120
385
$768K 0.01%
25,774
+995
386
$766K 0.01%
14,440
-3,440
387
$761K 0.01%
20,959
+4,387
388
$761K 0.01%
+26,723
389
$761K 0.01%
7,418
-2,197
390
$758K 0.01%
12,988
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391
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9,549
-40,881
392
$740K 0.01%
13,429
-1,074
393
$736K 0.01%
16,177
+11,764
394
$736K 0.01%
45,018
-53,044
395
$735K 0.01%
11,504
+3,231
396
$735K 0.01%
5,838
-32,317
397
$734K 0.01%
14,275
+12,165
398
$733K 0.01%
29,314
-10,456
399
$731K 0.01%
3,009
-1,745
400
$730K 0.01%
4,539
-1,009
14 15
16
17 18