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
1976
$10K ﹤0.01%
1,305
1977
$10K ﹤0.01%
+320
1978
$10K ﹤0.01%
187
1979
$10K ﹤0.01%
213
+101
1980
$10K ﹤0.01%
456
1981
$10K ﹤0.01%
552
-2,548
1982
$10K ﹤0.01%
+150
1983
$10K ﹤0.01%
287
+265
1984
$10K ﹤0.01%
+750
1985
$10K ﹤0.01%
381
1986
$10K ﹤0.01%
2,500
-2,500
1987
$10K ﹤0.01%
348
-41
1988
$10K ﹤0.01%
80
1989
– –
0
1990
$10K ﹤0.01%
31
-6
1991
$10K ﹤0.01%
270
1992
$10K ﹤0.01%
+200
1993
$10K ﹤0.01%
144
-139
1994
$10K ﹤0.01%
206
1995
$10K ﹤0.01%
120
-477
1996
$10K ﹤0.01%
105
-3
1997
$10K ﹤0.01%
316
-5,644
1998
$10K ﹤0.01%
2,845
+845
1999
$10K ﹤0.01%
193
+166
2000
$10K ﹤0.01%
327
78 79
80
81 82