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
2526
$5.25K ﹤0.01%
138
+41
2527
$5.24K ﹤0.01%
120
+82
2528
$5.22K ﹤0.01%
200
2529
$5.21K ﹤0.01%
50
2530
$5.2K ﹤0.01%
13
2531
$5.13K ﹤0.01%
+181
2532
$5.1K ﹤0.01%
47
2533
$5.1K ﹤0.01%
+500
2534
$5.1K ﹤0.01%
710
2535
$5.09K ﹤0.01%
221
-15
2536
$5.08K ﹤0.01%
110
-179
2537
$5.08K ﹤0.01%
149
+130
2538
$5.07K ﹤0.01%
+191
2539
$5.05K ﹤0.01%
500
2540
$5.05K ﹤0.01%
41
2541
$5.03K ﹤0.01%
64
2542
$5.02K ﹤0.01%
303
2543
$5.02K ﹤0.01%
+2,000
2544
$5.01K ﹤0.01%
170
2545
$4.98K ﹤0.01%
+335
2546
$4.94K ﹤0.01%
123
-107
2547
$4.93K ﹤0.01%
268
+207
2548
$4.93K ﹤0.01%
7,000
2549
$4.92K ﹤0.01%
65
2550
$4.92K ﹤0.01%
249
100 101
102
103 104