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
1776
$17K ﹤0.01%
1,000
-300
1777
$17K ﹤0.01%
430
+300
1778
$17K ﹤0.01%
285
+250
1779
$17K ﹤0.01%
+4,710
1780
$17K ﹤0.01%
1,650
1781
$17K ﹤0.01%
192
-67
1782
$17K ﹤0.01%
247
-622
1783
$17K ﹤0.01%
746
-384
1784
$17K ﹤0.01%
90
-6
1785
$17K ﹤0.01%
470
1786
$17K ﹤0.01%
217
-209
1787
$17K ﹤0.01%
180
-67
1788
$17K ﹤0.01%
200
1789
$17K ﹤0.01%
1,805
+555
1790
$17K ﹤0.01%
+68
1791
$17K ﹤0.01%
3,465
1792
$16K ﹤0.01%
+800
1793
$16K ﹤0.01%
332
+177
1794
$16K ﹤0.01%
136
+2
1795
$16K ﹤0.01%
224
1796
$16K ﹤0.01%
+6
1797
$16K ﹤0.01%
+814
1798
$16K ﹤0.01%
660
+8
1799
$16K ﹤0.01%
1,600
1800
$16K ﹤0.01%
2,892
+381
70 71
72
73 74