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
1451
$41K ﹤0.01%
131
+75
1452
$41K ﹤0.01%
4,173
1453
$40K ﹤0.01%
784
+83
1454
$40K ﹤0.01%
602
1455
$40K ﹤0.01%
652
-1,408
1456
$40K ﹤0.01%
1,173
1457
$40K ﹤0.01%
915
-298
1458
$40K ﹤0.01%
+176
1459
$40K ﹤0.01%
300
+240
1460
$40K ﹤0.01%
+500
1461
$40K ﹤0.01%
257
+200
1462
$40K ﹤0.01%
813
1463
$40K ﹤0.01%
792
-172
1464
$39K ﹤0.01%
151
-116
1465
$39K ﹤0.01%
753
-12
1466
$39K ﹤0.01%
409
+51
1467
$39K ﹤0.01%
300
+200
1468
$39K ﹤0.01%
1,403
+1,296
1469
$39K ﹤0.01%
1,679
+507
1470
$39K ﹤0.01%
3,008
-5,558
1471
$39K ﹤0.01%
3,125
-1,614
1472
$39K ﹤0.01%
864
+80
1473
$39K ﹤0.01%
1,050
+825
1474
$39K ﹤0.01%
696
+147
1475
$39K ﹤0.01%
192
+6
57 58
59
60 61