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
2376
$3K ﹤0.01%
65
2377
$3K ﹤0.01%
60
2378
$3K ﹤0.01%
130
-33
2379
$3K ﹤0.01%
71
2380
$3K ﹤0.01%
95
-708
2381
$3K ﹤0.01%
180
-2,673
2382
$3K ﹤0.01%
56
2383
$3K ﹤0.01%
150
2384
$3K ﹤0.01%
+22
2385
$3K ﹤0.01%
200
+158
2386
$3K ﹤0.01%
+90
2387
$3K ﹤0.01%
50
2388
$3K ﹤0.01%
100
2389
$3K ﹤0.01%
21
-5
2390
$3K ﹤0.01%
62
-10
2391
$3K ﹤0.01%
148
2392
$3K ﹤0.01%
75
2393
$3K ﹤0.01%
+21
2394
$3K ﹤0.01%
11
-11
2395
$3K ﹤0.01%
89
2396
$3K ﹤0.01%
93
-91
2397
$3K ﹤0.01%
+50
2398
$3K ﹤0.01%
233
-7,140
2399
$3K ﹤0.01%
17
2400
$3K ﹤0.01%
135
-370
94 95
96
97 98