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
551
$411K 0.01%
11,394
-2,790
552
$411K 0.01%
35,707
+7,000
553
$410K 0.01%
2,311
+1,695
554
$409K 0.01%
6,806
-370
555
$408K 0.01%
5,754
+1,307
556
$407K 0.01%
20,453
-1,800
557
$407K 0.01%
4,580
+993
558
$407K 0.01%
10,613
-3,933
559
$406K 0.01%
+15,081
560
$405K 0.01%
7,428
-408
561
$401K 0.01%
1,321
+173
562
$400K 0.01%
19,746
+19,594
563
$400K 0.01%
1,213
-130
564
$400K 0.01%
1,824
-421
565
$395K 0.01%
16,892
+7,444
566
$395K 0.01%
5,160
-3,158
567
$394K 0.01%
6,765
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568
$391K 0.01%
18,723
-1,784
569
$389K 0.01%
8,560
-38,833
570
$388K 0.01%
21,162
+2,057
571
$387K 0.01%
3,545
+1,538
572
$382K 0.01%
1,155
-113
573
$380K 0.01%
49,121
+13,586
574
$379K 0.01%
12,767
-11,350
575
$379K 0.01%
13,355
21 22
23
24 25