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
2851
$2.16K ﹤0.01%
150
2852
$2.16K ﹤0.01%
87
2853
$2.15K ﹤0.01%
110
2854
$2.15K ﹤0.01%
+200
2855
$2.14K ﹤0.01%
52
2856
$2.14K ﹤0.01%
155
2857
$2.14K ﹤0.01%
33
+5
2858
$2.13K ﹤0.01%
24
-5
2859
$2.12K ﹤0.01%
70
-69
2860
$2.11K ﹤0.01%
+300
2861
$2.11K ﹤0.01%
500
2862
$2.1K ﹤0.01%
80
+24
2863
$2.08K ﹤0.01%
206
2864
$2.08K ﹤0.01%
39
2865
$2.08K ﹤0.01%
58
+17
2866
$2.08K ﹤0.01%
+60
2867
$2.08K ﹤0.01%
+30
2868
$2.06K ﹤0.01%
125
2869
$2.06K ﹤0.01%
68
2870
$2.05K ﹤0.01%
13
2871
$2.05K ﹤0.01%
165
2872
$2.04K ﹤0.01%
119
2873
$2.02K ﹤0.01%
49
-1
2874
$2.02K ﹤0.01%
90
2875
$2.02K ﹤0.01%
40
113 114
115
116 117