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
1801
$16K ﹤0.01%
496
1802
$16K ﹤0.01%
1,124
1803
$16K ﹤0.01%
266
-1,056
1804
$16K ﹤0.01%
1,100
1805
$16K ﹤0.01%
+530
1806
$16K ﹤0.01%
350
1807
$16K ﹤0.01%
100
-686
1808
$16K ﹤0.01%
479
-209
1809
$16K ﹤0.01%
77
-445
1810
$16K ﹤0.01%
971
-3,875
1811
$16K ﹤0.01%
246
+99
1812
$16K ﹤0.01%
400
+330
1813
$16K ﹤0.01%
210
1814
$16K ﹤0.01%
160
1815
$16K ﹤0.01%
750
1816
$16K ﹤0.01%
109
1817
$16K ﹤0.01%
350
1818
$16K ﹤0.01%
788
+710
1819
$16K ﹤0.01%
1,327
1820
$16K ﹤0.01%
+75
1821
$16K ﹤0.01%
178
+50
1822
$16K ﹤0.01%
609
-40
1823
$16K ﹤0.01%
322
+154
1824
$15K ﹤0.01%
459
+308
1825
$15K ﹤0.01%
408
71 72
73
74 75