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
1276
$64K ﹤0.01%
4,232
-39,935
1277
$64K ﹤0.01%
1,107
-221
1278
$63K ﹤0.01%
436
+321
1279
$63K ﹤0.01%
6,099
-1,196
1280
$63K ﹤0.01%
+2,787
1281
$63K ﹤0.01%
+1,290
1282
$63K ﹤0.01%
1,114
-473
1283
$63K ﹤0.01%
1,250
1284
$63K ﹤0.01%
+4,520
1285
$63K ﹤0.01%
+1,629
1286
$63K ﹤0.01%
769
+200
1287
$63K ﹤0.01%
503
+285
1288
$62K ﹤0.01%
+238
1289
$62K ﹤0.01%
2,307
+1,712
1290
$62K ﹤0.01%
1,852
-410
1291
$62K ﹤0.01%
671
-1,232
1292
$61K ﹤0.01%
3,496
+999
1293
$61K ﹤0.01%
1,505
+886
1294
$61K ﹤0.01%
+75
1295
$61K ﹤0.01%
4,587
-7,500
1296
$61K ﹤0.01%
1,491
-1,185
1297
$61K ﹤0.01%
1,296
+771
1298
$61K ﹤0.01%
2,117
+879
1299
$61K ﹤0.01%
1,750
1300
$60K ﹤0.01%
1,215
+21
50 51
52
53 54