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
2601
$4.21K ﹤0.01%
140
2602
$4.2K ﹤0.01%
154
-181
2603
$4.2K ﹤0.01%
+2,223
2604
$4.2K ﹤0.01%
278
2605
$4.17K ﹤0.01%
369
2606
$4.17K ﹤0.01%
400
2607
$4.14K ﹤0.01%
220
2608
$4.13K ﹤0.01%
500
2609
$4.12K ﹤0.01%
65
2610
$4.12K ﹤0.01%
200
2611
$4.11K ﹤0.01%
80
2612
– –
0
2613
$4.1K ﹤0.01%
+500
2614
$4.1K ﹤0.01%
40
2615
$4.08K ﹤0.01%
36
+14
2616
$4.07K ﹤0.01%
552
+107
2617
$4.05K ﹤0.01%
91
2618
$4.05K ﹤0.01%
130
+18
2619
$4.04K ﹤0.01%
+600
2620
$4.02K ﹤0.01%
+400
2621
$4.02K ﹤0.01%
51
+11
2622
$4.01K ﹤0.01%
165
-45,668
2623
$4K ﹤0.01%
318
+176
2624
$4K ﹤0.01%
150
2625
$4K ﹤0.01%
146
103 104
105
106 107