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
1676
$23K ﹤0.01%
+720
1677
$23K ﹤0.01%
50
-10
1678
$23K ﹤0.01%
936
-9,936
1679
$23K ﹤0.01%
736
+700
1680
$23K ﹤0.01%
+1,000
1681
$23K ﹤0.01%
350
1682
$23K ﹤0.01%
400
+100
1683
$23K ﹤0.01%
266
+150
1684
$23K ﹤0.01%
575
1685
$23K ﹤0.01%
346
-277
1686
$23K ﹤0.01%
535
-67
1687
$23K ﹤0.01%
508
+56
1688
$22K ﹤0.01%
+795
1689
$22K ﹤0.01%
389
1690
$22K ﹤0.01%
454
1691
$22K ﹤0.01%
+288
1692
$22K ﹤0.01%
+400
1693
– –
0
1694
$22K ﹤0.01%
+688
1695
$22K ﹤0.01%
1,100
+100
1696
$22K ﹤0.01%
689
-1,899
1697
$22K ﹤0.01%
639
1698
$22K ﹤0.01%
270
-1,768
1699
$22K ﹤0.01%
490
1700
$22K ﹤0.01%
1,200
-2,885
66 67
68
69 70