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
1151
$90K ﹤0.01%
5,325
+3,974
1152
$89K ﹤0.01%
1,689
+139
1153
$89K ﹤0.01%
356
+138
1154
$88K ﹤0.01%
4,727
-855
1155
$87K ﹤0.01%
2,265
1156
$87K ﹤0.01%
1,643
-13
1157
$86K ﹤0.01%
+6,429
1158
$86K ﹤0.01%
690
-17,967
1159
$86K ﹤0.01%
826
-963
1160
$86K ﹤0.01%
1,184
-322
1161
$86K ﹤0.01%
2,030
-4,236
1162
$85K ﹤0.01%
+2,649
1163
$85K ﹤0.01%
10,005
-995
1164
$85K ﹤0.01%
1,076
+385
1165
$85K ﹤0.01%
1,833
+561
1166
$85K ﹤0.01%
1,333
+5
1167
$85K ﹤0.01%
6,316
+2,328
1168
$84K ﹤0.01%
3,992
+3,087
1169
$84K ﹤0.01%
1,263
+369
1170
$84K ﹤0.01%
1,150
1171
$84K ﹤0.01%
365
-149
1172
$82K ﹤0.01%
1,375
-605
1173
$82K ﹤0.01%
1,688
-50
1174
$82K ﹤0.01%
2,377
+360
1175
$82K ﹤0.01%
2,535
-7,499
45 46
47
48 49