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
1826
$15K ﹤0.01%
768
-703
1827
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220
-273
1828
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+473
1829
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43
-40
1830
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+141
1831
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432
+10
1832
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250
+2
1833
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152
+74
1834
$15K ﹤0.01%
341
-133
1835
$15K ﹤0.01%
175
+150
1836
$15K ﹤0.01%
411
-915
1837
$15K ﹤0.01%
544
+208
1838
$15K ﹤0.01%
300
-52
1839
$15K ﹤0.01%
600
1840
$15K ﹤0.01%
266
-1,164
1841
$15K ﹤0.01%
119
-31
1842
$15K ﹤0.01%
+750
1843
$15K ﹤0.01%
210
-279
1844
$15K ﹤0.01%
337
+108
1845
$15K ﹤0.01%
500
1846
$15K ﹤0.01%
115
-430
1847
$15K ﹤0.01%
56,059
+6,686
1848
$14K ﹤0.01%
267
+67
1849
$14K ﹤0.01%
1,132
+1,000
1850
$14K ﹤0.01%
400
72 73
74
75 76