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
2226
$5K ﹤0.01%
35
+23
2227
$5K ﹤0.01%
48
-56
2228
$5K ﹤0.01%
500
2229
$5K ﹤0.01%
75
2230
$5K ﹤0.01%
100
-175
2231
$5K ﹤0.01%
49
2232
$5K ﹤0.01%
+90
2233
$5K ﹤0.01%
110
+42
2234
$5K ﹤0.01%
+235
2235
$5K ﹤0.01%
94
-11
2236
$5K ﹤0.01%
249
2237
$5K ﹤0.01%
780
2238
$5K ﹤0.01%
+125
2239
$5K ﹤0.01%
285
-410
2240
$5K ﹤0.01%
123
2241
$5K ﹤0.01%
115
-21
2242
$5K ﹤0.01%
122
2243
$5K ﹤0.01%
80
2244
$5K ﹤0.01%
134
+10
2245
$5K ﹤0.01%
+200
2246
$5K ﹤0.01%
116
-49
2247
$5K ﹤0.01%
52
-42
2248
$5K ﹤0.01%
177
-208
2249
$5K ﹤0.01%
12
-225
2250
$5K ﹤0.01%
200
+125
88 89
90
91 92