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
2126
$7K ﹤0.01%
253
2127
$7K ﹤0.01%
100
2128
$7K ﹤0.01%
100
-100
2129
$7K ﹤0.01%
200
2130
$7K ﹤0.01%
718
+700
2131
$7K ﹤0.01%
242
2132
$7K ﹤0.01%
203
+176
2133
$7K ﹤0.01%
341
-500
2134
$7K ﹤0.01%
+200
2135
$7K ﹤0.01%
38
2136
$7K ﹤0.01%
+400
2137
$7K ﹤0.01%
106
-37
2138
$7K ﹤0.01%
+19
2139
$7K ﹤0.01%
+200
2140
$7K ﹤0.01%
250
+50
2141
$7K ﹤0.01%
40
-24
2142
$7K ﹤0.01%
1,000
2143
$7K ﹤0.01%
+137
2144
$6K ﹤0.01%
230
-110
2145
$6K ﹤0.01%
67
+12
2146
$6K ﹤0.01%
43
-47
2147
$6K ﹤0.01%
27
-51
2148
$6K ﹤0.01%
113
-1,512
2149
$6K ﹤0.01%
90
-89
2150
$6K ﹤0.01%
159
-195
84 85
86
87 88