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
426
$668K 0.01%
9,110
-1,344
427
$668K 0.01%
17,213
+1,053
428
$665K 0.01%
4,581
+27
429
$662K 0.01%
11,408
-4,258
430
$661K 0.01%
6,063
-6,461
431
$650K 0.01%
12,900
+4,053
432
$650K 0.01%
16,236
-95
433
$647K 0.01%
1,952
-1,108
434
$646K 0.01%
20,219
-13,218
435
$633K 0.01%
5,723
-18,530
436
$622K 0.01%
9,282
-3,906
437
$620K 0.01%
9,475
-25
438
$618K 0.01%
2,187
-139
439
$614K 0.01%
25,705
-1,121
440
$609K 0.01%
27,712
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441
$606K 0.01%
15,854
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442
$601K 0.01%
5,918
-6,385
443
$596K 0.01%
3,997
-245
444
$595K 0.01%
6,031
+346
445
$591K 0.01%
20,959
+19,855
446
$590K 0.01%
5,565
+824
447
$586K 0.01%
15,187
+2,316
448
$585K 0.01%
+22,398
449
$580K 0.01%
+37,126
450
$580K 0.01%
12,052
-1,895
16 17
18
19 20