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
501
$487K 0.01%
14,061
+13,061
502
$485K 0.01%
19,327
+48
503
$483K 0.01%
19,022
-7,550
504
$482K 0.01%
9,127
+692
505
$482K 0.01%
10,917
-15,356
506
$482K 0.01%
14,003
+4,107
507
$479K 0.01%
4,380
-40
508
$474K 0.01%
14,841
-4,460
509
$472K 0.01%
13,251
-1,173
510
$472K 0.01%
7,995
-105
511
$471K 0.01%
2,405
-152
512
$470K 0.01%
+15,391
513
$469K 0.01%
16,292
+15,862
514
$466K 0.01%
7,639
+1,689
515
$465K 0.01%
7,847
516
$463K 0.01%
10,062
+9,970
517
$462K 0.01%
5,462
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518
$462K 0.01%
+37,328
519
$461K 0.01%
9,010
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520
$459K 0.01%
2,499
-351
521
$459K 0.01%
14,149
-3,427
522
$459K 0.01%
8,944
-179
523
$459K 0.01%
6,237
+4,924
524
$456K 0.01%
8,383
+1,255
525
$455K 0.01%
14,144
-2,712
19 20
21
22 23