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
2776
$2.73K ﹤0.01%
148
2777
$2.72K ﹤0.01%
104
2778
$2.71K ﹤0.01%
107
+30
2779
$2.7K ﹤0.01%
350
2780
$2.69K ﹤0.01%
+3
2781
$2.66K ﹤0.01%
+500
2782
$2.66K ﹤0.01%
+300
2783
$2.65K ﹤0.01%
37
2784
$2.64K ﹤0.01%
135
+24
2785
$2.62K ﹤0.01%
83
2786
$2.61K ﹤0.01%
35
-432
2787
$2.6K ﹤0.01%
97
2788
$2.6K ﹤0.01%
35
2789
$2.59K ﹤0.01%
300
2790
$2.58K ﹤0.01%
45
2791
$2.58K ﹤0.01%
185
-136
2792
$2.57K ﹤0.01%
93
2793
$2.56K ﹤0.01%
28
2794
$2.56K ﹤0.01%
44
2795
$2.55K ﹤0.01%
198
-3
2796
$2.53K ﹤0.01%
53
-3,968
2797
$2.53K ﹤0.01%
20
2798
$2.51K ﹤0.01%
+92
2799
$2.5K ﹤0.01%
70
-114
2800
$2.5K ﹤0.01%
170
110 111
112
113 114