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
1851
$14K ﹤0.01%
315
-1
1852
$14K ﹤0.01%
221
+129
1853
$14K ﹤0.01%
+300
1854
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314
-287
1855
$14K ﹤0.01%
100
1856
$14K ﹤0.01%
5,021
1857
$14K ﹤0.01%
232
-430
1858
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150
1859
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185
+180
1860
$14K ﹤0.01%
+750
1861
$14K ﹤0.01%
7
1862
$14K ﹤0.01%
983
+787
1863
$14K ﹤0.01%
194
-786
1864
$14K ﹤0.01%
1,078
-200
1865
$14K ﹤0.01%
378
1866
$14K ﹤0.01%
8,500
-404
1867
$14K ﹤0.01%
+667
1868
$14K ﹤0.01%
412
-4
1869
$14K ﹤0.01%
+1,380
1870
$14K ﹤0.01%
+300
1871
$14K ﹤0.01%
+750
1872
$14K ﹤0.01%
724
-106
1873
$14K ﹤0.01%
270
-8
1874
$14K ﹤0.01%
209
+123
1875
$14K ﹤0.01%
485
-75
73 74
75
76 77