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
1726
$20K ﹤0.01%
1,986
+26
1727
$20K ﹤0.01%
227
1728
$20K ﹤0.01%
533
1729
$20K ﹤0.01%
149
1730
$20K ﹤0.01%
212
-310
1731
$20K ﹤0.01%
138
1732
$20K ﹤0.01%
3,575
+75
1733
$20K ﹤0.01%
5,247
-578
1734
$20K ﹤0.01%
513
1735
$20K ﹤0.01%
+600
1736
$20K ﹤0.01%
1,414
1737
$20K ﹤0.01%
821
-765
1738
$20K ﹤0.01%
196
+108
1739
$20K ﹤0.01%
1,442
-2,679
1740
$20K ﹤0.01%
8,500
1741
$20K ﹤0.01%
144
+14
1742
$20K ﹤0.01%
11,000
+10,000
1743
$20K ﹤0.01%
305
-795
1744
$19K ﹤0.01%
5,000
1745
$19K ﹤0.01%
+750
1746
$19K ﹤0.01%
1,000
1747
$19K ﹤0.01%
900
1748
$19K ﹤0.01%
+1,088
1749
$19K ﹤0.01%
413
+107
1750
$19K ﹤0.01%
410
-1,480
68 69
70
71 72