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
1876
$14K ﹤0.01%
178
+69
1877
$13K ﹤0.01%
650
-100
1878
$13K ﹤0.01%
834
1879
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64
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1880
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242
1881
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475
1882
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100
1883
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479
+254
1884
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176
-55
1885
$13K ﹤0.01%
+500
1886
$13K ﹤0.01%
149
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1887
$13K ﹤0.01%
375
-1,263
1888
$13K ﹤0.01%
316
-430
1889
$13K ﹤0.01%
191
+31
1890
$13K ﹤0.01%
298
-83
1891
$13K ﹤0.01%
210
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1892
$13K ﹤0.01%
+950
1893
$13K ﹤0.01%
1,370
-1,474
1894
$13K ﹤0.01%
207
+28
1895
$13K ﹤0.01%
157
-4
1896
$13K ﹤0.01%
307
1897
$13K ﹤0.01%
+279
1898
$13K ﹤0.01%
527
1899
$13K ﹤0.01%
+1,900
1900
$13K ﹤0.01%
110
-559
74 75
76
77 78