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
1426
$44K ﹤0.01%
500
1427
$44K ﹤0.01%
188
1428
$44K ﹤0.01%
1,750
-1,809
1429
$44K ﹤0.01%
342
+112
1430
$44K ﹤0.01%
1,979
-3,002
1431
$44K ﹤0.01%
237
-25
1432
$44K ﹤0.01%
+500
1433
$43K ﹤0.01%
600
1434
$43K ﹤0.01%
520
1435
$43K ﹤0.01%
2,076
-263
1436
$43K ﹤0.01%
6,200
1437
$43K ﹤0.01%
1,281
1438
$43K ﹤0.01%
959
+257
1439
$43K ﹤0.01%
474
+152
1440
$43K ﹤0.01%
313
+48
1441
$43K ﹤0.01%
551
+509
1442
$43K ﹤0.01%
367
-411
1443
$43K ﹤0.01%
651
+117
1444
$42K ﹤0.01%
1,373
1445
$42K ﹤0.01%
711
+137
1446
$42K ﹤0.01%
1,990
+1,385
1447
$41K ﹤0.01%
460
1448
$41K ﹤0.01%
294
+173
1449
$41K ﹤0.01%
457
+358
1450
$41K ﹤0.01%
418
56 57
58
59 60