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
2301
$4K ﹤0.01%
17
2302
$4K ﹤0.01%
60
-1,094
2303
$4K ﹤0.01%
60
-1,153
2304
$4K ﹤0.01%
453
-19,316
2305
$4K ﹤0.01%
93
-116
2306
$4K ﹤0.01%
66
2307
$4K ﹤0.01%
100
2308
$4K ﹤0.01%
155
-440
2309
$4K ﹤0.01%
194
2310
$4K ﹤0.01%
100
2311
$4K ﹤0.01%
45
+3
2312
$4K ﹤0.01%
89
2313
$4K ﹤0.01%
+20
2314
$4K ﹤0.01%
+1
2315
$4K ﹤0.01%
71
-507
2316
$4K ﹤0.01%
426
2317
$4K ﹤0.01%
+7
2318
$4K ﹤0.01%
300
-900
2319
$4K ﹤0.01%
160
+115
2320
$4K ﹤0.01%
155
-12,530
2321
$4K ﹤0.01%
16
2322
$4K ﹤0.01%
295
2323
$4K ﹤0.01%
124
2324
$4K ﹤0.01%
1,000
-100
2325
$4K ﹤0.01%
88
91 92
93
94 95