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
1326
$58K ﹤0.01%
264
-86
1327
$58K ﹤0.01%
599
-51
1328
$58K ﹤0.01%
214
-1
1329
$58K ﹤0.01%
2,298
+11
1330
$57K ﹤0.01%
2,120
-764
1331
$57K ﹤0.01%
1,091
-44,414
1332
$57K ﹤0.01%
291
-19
1333
$57K ﹤0.01%
116
-22
1334
$56K ﹤0.01%
+2,575
1335
$56K ﹤0.01%
1,232
-197
1336
$56K ﹤0.01%
639
-2,911
1337
$56K ﹤0.01%
242
+229
1338
$56K ﹤0.01%
1,128
-550
1339
$56K ﹤0.01%
485
1340
$56K ﹤0.01%
5,768
-9,019
1341
$56K ﹤0.01%
794
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1342
$56K ﹤0.01%
881
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1343
$56K ﹤0.01%
+343
1344
$55K ﹤0.01%
253
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1345
$55K ﹤0.01%
626
-15,282
1346
$55K ﹤0.01%
633
+372
1347
$55K ﹤0.01%
2,186
+770
1348
$55K ﹤0.01%
1,050
-975
1349
$55K ﹤0.01%
921
-39
1350
$55K ﹤0.01%
1,934
-314
52 53
54
55 56