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
1251
$68K ﹤0.01%
+2,800
1252
$68K ﹤0.01%
1,020
-1,354
1253
$67K ﹤0.01%
1,361
-550
1254
$67K ﹤0.01%
+600
1255
$67K ﹤0.01%
11,570
+6,125
1256
$67K ﹤0.01%
2,062
1257
$67K ﹤0.01%
1,017
-259
1258
$67K ﹤0.01%
1,757
-253
1259
$67K ﹤0.01%
1,194
-375
1260
$67K ﹤0.01%
238
-299
1261
$66K ﹤0.01%
4,599
-3,947
1262
$66K ﹤0.01%
+990
1263
$66K ﹤0.01%
1,655
+503
1264
$66K ﹤0.01%
1,109
-1,345
1265
$65K ﹤0.01%
1,417
-44
1266
$65K ﹤0.01%
2,388
+160
1267
$65K ﹤0.01%
905
1268
$65K ﹤0.01%
6,485
+614
1269
$64K ﹤0.01%
1,604
+1,275
1270
$64K ﹤0.01%
804
-885
1271
$64K ﹤0.01%
3,792
-5,200
1272
$64K ﹤0.01%
408
1273
$64K ﹤0.01%
+1,035
1274
$64K ﹤0.01%
1,116
-2,709
1275
$64K ﹤0.01%
2,541
-3,941
49 50
51
52 53