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
1401
$47K ﹤0.01%
1,468
+946
1402
$47K ﹤0.01%
1,520
-12,153
1403
$47K ﹤0.01%
435
-22
1404
$47K ﹤0.01%
1,703
-2,875
1405
$47K ﹤0.01%
1,921
+84
1406
$47K ﹤0.01%
607
+547
1407
$46K ﹤0.01%
286
-10
1408
$46K ﹤0.01%
+1,383
1409
$46K ﹤0.01%
+1,097
1410
$46K ﹤0.01%
343
1411
$46K ﹤0.01%
601
+199
1412
$46K ﹤0.01%
2,347
1413
$46K ﹤0.01%
190
+26
1414
$46K ﹤0.01%
178
1415
$45K ﹤0.01%
445
-384
1416
$45K ﹤0.01%
1,000
1417
$45K ﹤0.01%
649
+99
1418
$45K ﹤0.01%
500
1419
$45K ﹤0.01%
53
+6
1420
$45K ﹤0.01%
398
-187
1421
$45K ﹤0.01%
768
-24
1422
$45K ﹤0.01%
+744
1423
$45K ﹤0.01%
126
-3
1424
$45K ﹤0.01%
1,142
-1,580
1425
$44K ﹤0.01%
421
55 56
57
58 59