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
1601
$27K ﹤0.01%
5,969
1602
$27K ﹤0.01%
50
+45
1603
$27K ﹤0.01%
506
+460
1604
$27K ﹤0.01%
586
+450
1605
$27K ﹤0.01%
261
-54
1606
$27K ﹤0.01%
+1,031
1607
$27K ﹤0.01%
1,092
-9,852
1608
$27K ﹤0.01%
1,220
1609
$27K ﹤0.01%
182
-1,008
1610
$27K ﹤0.01%
575
1611
$27K ﹤0.01%
833
-573
1612
$27K ﹤0.01%
741
1613
$27K ﹤0.01%
2,260
1614
$26K ﹤0.01%
+1,100
1615
$26K ﹤0.01%
1,479
+1,438
1616
$26K ﹤0.01%
1,300
1617
$26K ﹤0.01%
491
1618
$26K ﹤0.01%
+243
1619
$26K ﹤0.01%
120
1620
$26K ﹤0.01%
54
+16
1621
$26K ﹤0.01%
100
1622
$26K ﹤0.01%
1,375
+86
1623
$26K ﹤0.01%
205
+2
1624
$26K ﹤0.01%
1,320
-2,816
1625
$26K ﹤0.01%
210
+124
63 64
65
66 67