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
1951
$11K ﹤0.01%
1,105
-13
1952
$11K ﹤0.01%
149
+23
1953
$11K ﹤0.01%
2,153
1954
$11K ﹤0.01%
124
+69
1955
$11K ﹤0.01%
183
+105
1956
$11K ﹤0.01%
204
1957
$11K ﹤0.01%
+117
1958
$11K ﹤0.01%
217
1959
$11K ﹤0.01%
861
+694
1960
$11K ﹤0.01%
192
-100
1961
$11K ﹤0.01%
192
+1
1962
$11K ﹤0.01%
144
-28
1963
$11K ﹤0.01%
+2
1964
$11K ﹤0.01%
326
1965
$11K ﹤0.01%
+213
1966
$11K ﹤0.01%
227
1967
$11K ﹤0.01%
53
-23
1968
$11K ﹤0.01%
27
-4
1969
$11K ﹤0.01%
1,231
1970
$11K ﹤0.01%
+105
1971
$11K ﹤0.01%
+325
1972
$11K ﹤0.01%
300
-200
1973
$11K ﹤0.01%
326
+100
1974
$11K ﹤0.01%
+465
1975
$11K ﹤0.01%
300
77 78
79
80 81