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
3126
$783 ﹤0.01%
515
3127
$773 ﹤0.01%
+23
3128
$766 ﹤0.01%
36
3129
$764 ﹤0.01%
+29
3130
$756 ﹤0.01%
229
3131
$747 ﹤0.01%
11
3132
$740 ﹤0.01%
36
-1,881
3133
$740 ﹤0.01%
+86
3134
$737 ﹤0.01%
133
3135
$735 ﹤0.01%
4
3136
$730 ﹤0.01%
40
+15
3137
$730 ﹤0.01%
15
3138
$729 ﹤0.01%
+100
3139
$718 ﹤0.01%
30
-400
3140
$714 ﹤0.01%
80
3141
$711 ﹤0.01%
39
+3
3142
$707 ﹤0.01%
47
3143
$699 ﹤0.01%
103
3144
$691 ﹤0.01%
10
-35
3145
$690 ﹤0.01%
103
-50
3146
$688 ﹤0.01%
115
3147
$682 ﹤0.01%
46
3148
$681 ﹤0.01%
34
-9
3149
$678 ﹤0.01%
+12
3150
$677 ﹤0.01%
21
124 125
126
127 128