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
1551
$31K ﹤0.01%
119
+29
1552
$31K ﹤0.01%
159
+3
1553
$30K ﹤0.01%
2,000
-2,000
1554
$30K ﹤0.01%
380
-1
1555
$30K ﹤0.01%
+1,000
1556
$30K ﹤0.01%
1,826
+985
1557
$30K ﹤0.01%
1,000
1558
$30K ﹤0.01%
+321
1559
$30K ﹤0.01%
73
+63
1560
$30K ﹤0.01%
616
-567
1561
$30K ﹤0.01%
1,500
1562
$30K ﹤0.01%
170
-30
1563
$30K ﹤0.01%
169
-17
1564
$30K ﹤0.01%
162
1565
$30K ﹤0.01%
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1566
$30K ﹤0.01%
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1567
$30K ﹤0.01%
1,220
1568
$30K ﹤0.01%
269
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1569
$30K ﹤0.01%
+475
1570
$30K ﹤0.01%
903
1571
$29K ﹤0.01%
1,878
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1572
$29K ﹤0.01%
861
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1573
$29K ﹤0.01%
1,571
1574
$29K ﹤0.01%
909
1575
$29K ﹤0.01%
+4,000
61 62
63
64 65