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
51
$7.38M 0.14%
72,923
-4,788
52
$7.35M 0.14%
140,452
+18,215
53
$7.27M 0.14%
64,401
-15,139
54
$7.23M 0.14%
53,349
+22,118
55
$7.22M 0.14%
141,104
+27,745
56
$7.17M 0.14%
23,468
+4,467
57
$7.04M 0.14%
23,955
-730
58
$6.96M 0.14%
100,458
-87,988
59
$6.83M 0.13%
426,774
-7,074
60
$6.75M 0.13%
130,548
-10,435
61
$6.74M 0.13%
26,333
+164
62
$6.73M 0.13%
19,121
+1,521
63
$6.71M 0.13%
22,708
+3,909
64
$6.7M 0.13%
662,285
+657,285
65
$6.63M 0.13%
411,744
-157,956
66
$6.4M 0.12%
199,978
+20,626
67
$6.39M 0.12%
30,937
-1,556
68
$6.34M 0.12%
121,605
-186,405
69
$6.18M 0.12%
411,685
+62,262
70
$5.86M 0.11%
83,011
-13,958
71
$5.85M 0.11%
192,476
+90,101
72
$5.83M 0.11%
90,962
-16,331
73
$5.8M 0.11%
70,446
-47,839
74
$5.77M 0.11%
55,920
-2,800
75
$5.67M 0.11%
26,089
+86
1 2
3
4 5