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
476
$521K 0.01%
1,984
+808
477
$518K 0.01%
5,618
-755
478
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32,292
+8,378
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6,049
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480
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6,064
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481
$511K 0.01%
9,788
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482
$510K 0.01%
16,882
-2,696
483
$510K 0.01%
+4,596
484
$509K 0.01%
6,709
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485
$508K 0.01%
1,888
-93
486
$508K 0.01%
12,743
-1,005
487
$505K 0.01%
5,997
-873
488
$505K 0.01%
15,249
-2,992
489
$505K 0.01%
8,056
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490
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22,238
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492
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10,858
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493
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19,662
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494
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15,552
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495
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15,199
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496
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16,715
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497
$496K 0.01%
2,468
-236
498
$494K 0.01%
6,047
-294
499
$490K 0.01%
3,084
+700
500
$489K 0.01%
5,374
+597
18 19
20
21 22