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
$2.39B
AUM Growth
+$94.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,635
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$15.5M
3
+$13.1M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7.82M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$7.3M

Top Sells

1
+$18.3M
2
+$17.9M
3
+$17.8M
4
IYR icon
iShares US Real Estate ETF
IYR
+$10.7M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$7.41M

Sector Composition

1 Technology 8.47%
2 Financials 4.06%
3 Consumer Discretionary 3.84%
4 Industrials 3.19%
5 Healthcare 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$5.8K ﹤0.01%
10
2502
$5.79K ﹤0.01%
300
2503
$5.76K ﹤0.01%
216
2504
$5.74K ﹤0.01%
220
-3,231
2505
$5.69K ﹤0.01%
90
2506
$5.68K ﹤0.01%
84
+3
2507
$5.64K ﹤0.01%
217
+28
2508
$5.63K ﹤0.01%
424
-98
2509
$5.63K ﹤0.01%
+67
2510
$5.61K ﹤0.01%
89
+70
2511
$5.6K ﹤0.01%
124
+42
2512
$5.57K ﹤0.01%
4
-1
2513
$5.56K ﹤0.01%
96
2514
$5.53K ﹤0.01%
123
2515
$5.53K ﹤0.01%
69
+2
2516
$5.47K ﹤0.01%
485
-800
2517
$5.46K ﹤0.01%
61
-13,613
2518
$5.43K ﹤0.01%
1,055
2519
$5.38K ﹤0.01%
+144
2520
$5.35K ﹤0.01%
52
2521
$5.32K ﹤0.01%
+400
2522
$5.3K ﹤0.01%
235
+209
2523
$5.3K ﹤0.01%
10,492
2524
$5.28K ﹤0.01%
+1,000
2525
$5.27K ﹤0.01%
171
-721
99 100
101
102 103