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
676
$274K 0.01%
1,566
-74
677
$273K 0.01%
1,164
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1,288
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-1,351
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682
$267K 0.01%
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-6,630
683
$267K 0.01%
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684
$266K 0.01%
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685
$263K 0.01%
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$263K 0.01%
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-2,953
687
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5,260
-1,736
688
$261K 0.01%
12,985
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689
$261K 0.01%
5,462
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693
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694
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695
$260K 0.01%
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696
$258K 0.01%
4,302
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697
$255K 0.01%
3,837
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698
$255K 0.01%
2,033
-2,110
699
$255K 0.01%
3,185
+6
700
$254K ﹤0.01%
7,785
-2,672
26 27
28
29 30