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
2351
$3K ﹤0.01%
56
-1,037
2352
$3K ﹤0.01%
650
2353
$3K ﹤0.01%
143
+44
2354
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112
-2,229
2355
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500
2356
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79
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2357
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2358
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+200
2359
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56
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2360
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29
2361
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+375
2362
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38
-754
2363
$3K ﹤0.01%
36
-257
2364
$3K ﹤0.01%
555
-1,138
2365
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104
2366
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47
-870
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40
2368
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104
-127
2369
$3K ﹤0.01%
117
2370
$3K ﹤0.01%
+108
2371
$3K ﹤0.01%
84
+74
2372
$3K ﹤0.01%
44
2373
$3K ﹤0.01%
+29
2374
$3K ﹤0.01%
8
-117
2375
$3K ﹤0.01%
65
93 94
95
96 97