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
1626
$26K ﹤0.01%
+1,210
1627
$26K ﹤0.01%
1,100
-2,077
1628
$25K ﹤0.01%
+343
1629
$25K ﹤0.01%
+2,500
1630
$25K ﹤0.01%
450
-188
1631
$25K ﹤0.01%
730
+255
1632
$25K ﹤0.01%
2,172
-12,601
1633
$25K ﹤0.01%
425
1634
$25K ﹤0.01%
+2,778
1635
$25K ﹤0.01%
4,469
1636
$25K ﹤0.01%
800
-12,591
1637
$25K ﹤0.01%
377
+106
1638
$25K ﹤0.01%
967
-17,571
1639
$25K ﹤0.01%
810
+529
1640
$25K ﹤0.01%
+1,700
1641
$25K ﹤0.01%
+1,000
1642
$25K ﹤0.01%
90
+23
1643
$25K ﹤0.01%
1,257
-650
1644
$25K ﹤0.01%
858
+550
1645
$25K ﹤0.01%
482
-1,173
1646
$25K ﹤0.01%
261
-24
1647
$25K ﹤0.01%
294
-200
1648
$25K ﹤0.01%
473
-367
1649
$25K ﹤0.01%
1,000
1650
$24K ﹤0.01%
557
-92
64 65
66
67 68