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
2276
$5K ﹤0.01%
250
2277
$5K ﹤0.01%
37
2278
$5K ﹤0.01%
416
2279
$5K ﹤0.01%
142
+7
2280
$5K ﹤0.01%
2,500
2281
$4K ﹤0.01%
140
-5,702
2282
$4K ﹤0.01%
33
-67
2283
$4K ﹤0.01%
130
+70
2284
$4K ﹤0.01%
50
2285
$4K ﹤0.01%
250
-1,375
2286
$4K ﹤0.01%
31
+15
2287
$4K ﹤0.01%
+400
2288
$4K ﹤0.01%
+96
2289
$4K ﹤0.01%
278
-10,261
2290
$4K ﹤0.01%
63
+12
2291
$4K ﹤0.01%
34
-24
2292
$4K ﹤0.01%
80
2293
$4K ﹤0.01%
70
2294
$4K ﹤0.01%
50
-445
2295
$4K ﹤0.01%
131
-183
2296
$4K ﹤0.01%
131
-100
2297
$4K ﹤0.01%
37
-69
2298
$4K ﹤0.01%
+100
2299
$4K ﹤0.01%
400
+200
2300
$4K ﹤0.01%
38
-231
90 91
92
93 94