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
1226
$73K ﹤0.01%
2,965
+31
1227
$73K ﹤0.01%
1,388
-17
1228
$72K ﹤0.01%
471
-30
1229
$72K ﹤0.01%
530
+64
1230
$72K ﹤0.01%
+2,065
1231
$72K ﹤0.01%
1,434
-361
1232
$71K ﹤0.01%
479
-491
1233
$71K ﹤0.01%
1,193
-3,259
1234
$71K ﹤0.01%
500
+474
1235
$71K ﹤0.01%
4,432
1236
$70K ﹤0.01%
175
-24
1237
$70K ﹤0.01%
314
-14
1238
$70K ﹤0.01%
887
-99
1239
$70K ﹤0.01%
246
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1240
$70K ﹤0.01%
+10,000
1241
$69K ﹤0.01%
536
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1242
$69K ﹤0.01%
694
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1243
$69K ﹤0.01%
1,865
-3,450
1244
$69K ﹤0.01%
1,003
1245
$69K ﹤0.01%
4,337
+45
1246
$69K ﹤0.01%
405
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1247
$69K ﹤0.01%
4,700
1248
$68K ﹤0.01%
780
-367
1249
$68K ﹤0.01%
2,471
+34
1250
$68K ﹤0.01%
1,250
-482
48 49
50
51 52