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
2026
$9K ﹤0.01%
130
2027
$9K ﹤0.01%
100
2028
$9K ﹤0.01%
+200
2029
$9K ﹤0.01%
+8,000
2030
$9K ﹤0.01%
120
-75
2031
$9K ﹤0.01%
329
2032
$9K ﹤0.01%
604
2033
$9K ﹤0.01%
236
2034
$9K ﹤0.01%
150
2035
$9K ﹤0.01%
212
-20
2036
$9K ﹤0.01%
353
+125
2037
$9K ﹤0.01%
122
-264
2038
$9K ﹤0.01%
65
+28
2039
$9K ﹤0.01%
250
+230
2040
$9K ﹤0.01%
253
-100
2041
$9K ﹤0.01%
485
2042
$8K ﹤0.01%
300
+100
2043
$8K ﹤0.01%
338
+76
2044
$8K ﹤0.01%
125
+50
2045
$8K ﹤0.01%
58
+2
2046
$8K ﹤0.01%
74
-169
2047
$8K ﹤0.01%
116
-287
2048
$8K ﹤0.01%
+109
2049
$8K ﹤0.01%
123
-406
2050
$8K ﹤0.01%
+761
80 81
82
83 84