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
1576
$29K ﹤0.01%
+1,560
1577
$29K ﹤0.01%
149
-26
1578
$29K ﹤0.01%
436
1579
$29K ﹤0.01%
491
+454
1580
$29K ﹤0.01%
509
-3,073
1581
$29K ﹤0.01%
645
1582
$29K ﹤0.01%
500
-1,400
1583
$29K ﹤0.01%
710
1584
$29K ﹤0.01%
+714
1585
$28K ﹤0.01%
46
-12
1586
$28K ﹤0.01%
732
+8
1587
$28K ﹤0.01%
366
-5,418
1588
$28K ﹤0.01%
500
-442
1589
$28K ﹤0.01%
97
1590
$28K ﹤0.01%
82
+29
1591
$28K ﹤0.01%
660
+140
1592
$28K ﹤0.01%
930
-355
1593
$28K ﹤0.01%
139
+40
1594
$28K ﹤0.01%
1,543
+99
1595
$27K ﹤0.01%
2,904
+1,958
1596
$27K ﹤0.01%
302
-2
1597
$27K ﹤0.01%
+50
1598
$27K ﹤0.01%
212
-4
1599
$27K ﹤0.01%
135
1600
$27K ﹤0.01%
380
-620
62 63
64
65 66