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
826
$188K ﹤0.01%
3,424
+3,381
827
$188K ﹤0.01%
4,549
+4
828
$187K ﹤0.01%
4,782
-8,547
829
$186K ﹤0.01%
3,756
-100
830
$185K ﹤0.01%
3,041
-2,203
831
$185K ﹤0.01%
2,524
+1,624
832
$185K ﹤0.01%
5,231
-3,620
833
$185K ﹤0.01%
3,947
+100
834
$185K ﹤0.01%
4,902
-748
835
$184K ﹤0.01%
5,722
+1,344
836
$184K ﹤0.01%
942
-207
837
$183K ﹤0.01%
5,366
838
$183K ﹤0.01%
3,991
+5
839
$182K ﹤0.01%
1,157
+144
840
$181K ﹤0.01%
8,964
+1,226
841
$181K ﹤0.01%
4,669
+3,878
842
$181K ﹤0.01%
9,493
843
$181K ﹤0.01%
647
+241
844
$181K ﹤0.01%
3,037
-798
845
$180K ﹤0.01%
851
+238
846
$180K ﹤0.01%
4,013
-467
847
$180K ﹤0.01%
4,832
+4,148
848
$180K ﹤0.01%
+8,700
849
$178K ﹤0.01%
2,643
-828
850
$177K ﹤0.01%
6,300
+1,400
32 33
34
35 36