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
1901
$13K ﹤0.01%
207
+175
1902
$13K ﹤0.01%
+700
1903
$13K ﹤0.01%
181
+25
1904
$13K ﹤0.01%
+50
1905
$13K ﹤0.01%
221
+154
1906
$12K ﹤0.01%
1,198
-1,000
1907
$12K ﹤0.01%
82
1908
$12K ﹤0.01%
270
1909
$12K ﹤0.01%
2,965
+1,250
1910
$12K ﹤0.01%
123
+32
1911
$12K ﹤0.01%
200,000
1912
$12K ﹤0.01%
125
+104
1913
$12K ﹤0.01%
945
+918
1914
$12K ﹤0.01%
154
1915
$12K ﹤0.01%
125
+74
1916
$12K ﹤0.01%
417
+311
1917
$12K ﹤0.01%
428
1918
$12K ﹤0.01%
359
1919
$12K ﹤0.01%
90
+78
1920
$12K ﹤0.01%
+150
1921
$12K ﹤0.01%
59
-249
1922
$12K ﹤0.01%
109
-760
1923
$12K ﹤0.01%
+400
1924
$12K ﹤0.01%
334
1925
$12K ﹤0.01%
200
-3,602
75 76
77
78 79