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
2701
$3.22K ﹤0.01%
150
2702
$3.21K ﹤0.01%
+281
2703
$3.21K ﹤0.01%
300
-400
2704
$3.2K ﹤0.01%
80
-49
2705
$3.2K ﹤0.01%
145
2706
$3.2K ﹤0.01%
207
+3
2707
$3.17K ﹤0.01%
1,525
-110
2708
$3.17K ﹤0.01%
+28
2709
$3.16K ﹤0.01%
19
2710
$3.16K ﹤0.01%
+60
2711
$3.14K ﹤0.01%
635
+628
2712
$3.14K ﹤0.01%
400
2713
$3.13K ﹤0.01%
50
2714
$3.13K ﹤0.01%
100
2715
$3.11K ﹤0.01%
20
-3,384
2716
$3.11K ﹤0.01%
+183
2717
$3.11K ﹤0.01%
190
2718
$3.11K ﹤0.01%
134
2719
$3.1K ﹤0.01%
316
+40
2720
$3.09K ﹤0.01%
200
2721
$3.07K ﹤0.01%
37
+7
2722
$3.06K ﹤0.01%
+2
2723
$3.06K ﹤0.01%
4
2724
$3.06K ﹤0.01%
+73
2725
$3.06K ﹤0.01%
33
+19
107 108
109
110 111