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
1351
$54K ﹤0.01%
1,281
+838
1352
$54K ﹤0.01%
2,000
1353
$54K ﹤0.01%
1,874
1354
$54K ﹤0.01%
1,100
1355
$54K ﹤0.01%
1,038
-34,030
1356
$54K ﹤0.01%
2,000
-144
1357
$54K ﹤0.01%
292
-44
1358
$54K ﹤0.01%
1,875
-11,465
1359
$53K ﹤0.01%
678
-248
1360
$53K ﹤0.01%
708
1361
$53K ﹤0.01%
520
+13
1362
$53K ﹤0.01%
244
-565
1363
$53K ﹤0.01%
749
1364
$53K ﹤0.01%
1,072
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1365
$52K ﹤0.01%
1,585
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1366
$52K ﹤0.01%
572
-26,243
1367
$52K ﹤0.01%
1,114
+457
1368
$52K ﹤0.01%
2,133
-5,379
1369
$52K ﹤0.01%
979
+396
1370
$52K ﹤0.01%
+1,194
1371
$52K ﹤0.01%
1,084
1372
$52K ﹤0.01%
580
+388
1373
$51K ﹤0.01%
481
-2,244
1374
$51K ﹤0.01%
1,167
+517
1375
$51K ﹤0.01%
364
-312
53 54
55
56 57