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
751
$222K ﹤0.01%
1,573
+456
752
$222K ﹤0.01%
4,816
-666
753
$221K ﹤0.01%
1,956
-278
754
$221K ﹤0.01%
3,352
+2,303
755
$221K ﹤0.01%
4,404
+1,092
756
$221K ﹤0.01%
680
-44
757
$221K ﹤0.01%
7,290
+3,641
758
$218K ﹤0.01%
1,124
+159
759
$218K ﹤0.01%
8,064
-8,457
760
$217K ﹤0.01%
3,796
-155
761
$216K ﹤0.01%
2,829
+645
762
$216K ﹤0.01%
2,037
-17,843
763
$216K ﹤0.01%
+4,154
764
$215K ﹤0.01%
154
-7
765
$215K ﹤0.01%
4,506
-9,141
766
$215K ﹤0.01%
3,621
-7,489
767
$215K ﹤0.01%
2,266
+433
768
$215K ﹤0.01%
3,354
-370
769
$214K ﹤0.01%
2,623
-262
770
$214K ﹤0.01%
5,488
-76
771
$214K ﹤0.01%
5,473
+20
772
$213K ﹤0.01%
1,355
+667
773
$213K ﹤0.01%
1,172
-692
774
$212K ﹤0.01%
1,224
+806
775
$212K ﹤0.01%
+3,930
29 30
31
32 33