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
2151
$6K ﹤0.01%
105
-149
2152
$6K ﹤0.01%
85
-110
2153
$6K ﹤0.01%
487
+458
2154
$6K ﹤0.01%
190
2155
$6K ﹤0.01%
61
-76
2156
$6K ﹤0.01%
32
+2
2157
$6K ﹤0.01%
109
2158
$6K ﹤0.01%
+300
2159
$6K ﹤0.01%
28
-24
2160
$6K ﹤0.01%
+200
2161
$6K ﹤0.01%
+303
2162
$6K ﹤0.01%
68
-5,288
2163
$6K ﹤0.01%
+16
2164
$6K ﹤0.01%
170
2165
$6K ﹤0.01%
1,118
2166
$6K ﹤0.01%
300
2167
$6K ﹤0.01%
285
+78
2168
$6K ﹤0.01%
39
-135
2169
$6K ﹤0.01%
72
-95
2170
$6K ﹤0.01%
85
-38
2171
$6K ﹤0.01%
109
-6
2172
$6K ﹤0.01%
68
-82
2173
$6K ﹤0.01%
106
2174
$6K ﹤0.01%
+192
2175
$6K ﹤0.01%
187
85 86
87
88 89