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
3251
$352 ﹤0.01%
5
3252
$347 ﹤0.01%
8
3253
$341 ﹤0.01%
7
3254
$338 ﹤0.01%
+41
3255
$336 ﹤0.01%
63
+29
3256
$334 ﹤0.01%
35
3257
$333 ﹤0.01%
22
3258
$328 ﹤0.01%
38
3259
$326 ﹤0.01%
+200
3260
$323 ﹤0.01%
+12
3261
$320 ﹤0.01%
19
3262
$319 ﹤0.01%
+10
3263
$318 ﹤0.01%
+100
3264
$308 ﹤0.01%
60
3265
$307 ﹤0.01%
165
3266
$307 ﹤0.01%
+10
3267
$307 ﹤0.01%
120
3268
$302 ﹤0.01%
33
3269
$301 ﹤0.01%
555
3270
$300 ﹤0.01%
2,000
3271
$292 ﹤0.01%
53
-13
3272
$290 ﹤0.01%
114
3273
$290 ﹤0.01%
37
3274
$286 ﹤0.01%
16
3275
$283 ﹤0.01%
10
129 130
131
132 133