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
851
$177K ﹤0.01%
2,134
-1,076
852
$177K ﹤0.01%
+1,136
853
$176K ﹤0.01%
1,229
-3
854
$176K ﹤0.01%
1,239
-118
855
$175K ﹤0.01%
320
-2,222
856
$175K ﹤0.01%
3,839
-33
857
$175K ﹤0.01%
2,316
+277
858
$175K ﹤0.01%
8,058
+1,401
859
$175K ﹤0.01%
3,487
860
$174K ﹤0.01%
927
+191
861
$173K ﹤0.01%
7,624
+1,061
862
$173K ﹤0.01%
1,853
+1,042
863
$173K ﹤0.01%
2,163
-1,559
864
$173K ﹤0.01%
4,509
+686
865
$173K ﹤0.01%
499
+77
866
$172K ﹤0.01%
584
-21
867
$172K ﹤0.01%
1,148
-74
868
$172K ﹤0.01%
2,491
869
$171K ﹤0.01%
1,400
-1,681
870
$171K ﹤0.01%
5,755
-152
871
$170K ﹤0.01%
1,864
-83
872
$170K ﹤0.01%
5,422
+2,047
873
$170K ﹤0.01%
2,223
+390
874
$170K ﹤0.01%
14,815
875
$169K ﹤0.01%
4,235
-2,592
33 34
35
36 37