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
1376
$50K ﹤0.01%
2,984
1377
$50K ﹤0.01%
2,100
1378
$50K ﹤0.01%
2,966
+491
1379
$50K ﹤0.01%
1,366
+8
1380
$50K ﹤0.01%
1,320
+705
1381
$50K ﹤0.01%
+1,960
1382
$50K ﹤0.01%
967
+120
1383
$50K ﹤0.01%
+561
1384
$50K ﹤0.01%
642
-4,298
1385
$49K ﹤0.01%
429
-371
1386
$49K ﹤0.01%
502
+282
1387
$49K ﹤0.01%
2,283
+13
1388
$49K ﹤0.01%
1,886
-992
1389
$49K ﹤0.01%
2,855
-6,840
1390
$49K ﹤0.01%
753
1391
$49K ﹤0.01%
353
-18
1392
$49K ﹤0.01%
1,210
+886
1393
$48K ﹤0.01%
697
1394
$48K ﹤0.01%
585
-1,519
1395
$48K ﹤0.01%
809
+107
1396
$48K ﹤0.01%
1,225
+50
1397
$48K ﹤0.01%
883
+194
1398
$48K ﹤0.01%
1,639
-1,591
1399
$48K ﹤0.01%
2,270
-1,484
1400
$48K ﹤0.01%
6,256
-77
54 55
56
57 58