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
2326
$4K ﹤0.01%
+7
2327
$4K ﹤0.01%
93
2328
$4K ﹤0.01%
6
2329
$4K ﹤0.01%
31
-78
2330
$4K ﹤0.01%
87
-87
2331
$4K ﹤0.01%
97
2332
$4K ﹤0.01%
+500
2333
$4K ﹤0.01%
19
-19
2334
$4K ﹤0.01%
11
-10
2335
$4K ﹤0.01%
2,200
2336
$4K ﹤0.01%
57
2337
$4K ﹤0.01%
414
2338
$4K ﹤0.01%
+400
2339
$4K ﹤0.01%
87
-34
2340
$4K ﹤0.01%
100
-1
2341
$3K ﹤0.01%
136
+83
2342
$3K ﹤0.01%
63
2343
$3K ﹤0.01%
53
2344
$3K ﹤0.01%
60
-76
2345
$3K ﹤0.01%
279
2346
$3K ﹤0.01%
34
-40
2347
$3K ﹤0.01%
187
-1,000
2348
$3K ﹤0.01%
3
-82
2349
$3K ﹤0.01%
23
-11
2350
$3K ﹤0.01%
6
-192
92 93
94
95 96