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
2176
$6K ﹤0.01%
213
2177
$6K ﹤0.01%
100
-225
2178
$6K ﹤0.01%
68
-80
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39
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2180
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2181
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+203
2182
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395
+25
2183
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285
-385
2184
$6K ﹤0.01%
1,000
2185
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+3
2186
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154
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2187
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2188
$6K ﹤0.01%
1,600
-7,000
2189
$6K ﹤0.01%
100
2190
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2191
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2192
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46
2193
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307
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2194
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88
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2195
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88
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2196
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76
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2197
$6K ﹤0.01%
149
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2198
$6K ﹤0.01%
148
2199
$6K ﹤0.01%
+200
2200
$6K ﹤0.01%
96
-14
86 87
88
89 90