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
2426
$3K ﹤0.01%
107
2427
$3K ﹤0.01%
54
-33
2428
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+100
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39
2431
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2432
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2433
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1
2434
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2435
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56
-200
2436
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63
+20
2437
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31
-716
2439
$2K ﹤0.01%
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2440
$2K ﹤0.01%
37
2441
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70
-100
2442
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2443
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2444
$2K ﹤0.01%
100
2445
$2K ﹤0.01%
137
-2,699
2446
$2K ﹤0.01%
+307
2447
$2K ﹤0.01%
18
-52
2448
$2K ﹤0.01%
96
2449
$2K ﹤0.01%
59
-187,844
2450
$2K ﹤0.01%
+23
96 97
98
99 100