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
3301
$233 ﹤0.01%
50
3302
$231 ﹤0.01%
100
3303
$231 ﹤0.01%
13
3304
$230 ﹤0.01%
140
3305
$229 ﹤0.01%
15
3306
$228 ﹤0.01%
+2
3307
$222 ﹤0.01%
8
3308
$221 ﹤0.01%
+14
3309
$219 ﹤0.01%
26
+1
3310
$217 ﹤0.01%
64
+18
3311
$214 ﹤0.01%
+16
3312
$212 ﹤0.01%
69
3313
$212 ﹤0.01%
12
-51
3314
$209 ﹤0.01%
+2
3315
$206 ﹤0.01%
7
3316
$204 ﹤0.01%
10
-250
3317
$198 ﹤0.01%
18
-100
3318
$190 ﹤0.01%
35
+2
3319
$184 ﹤0.01%
3
-64
3320
$183 ﹤0.01%
+10
3321
$178 ﹤0.01%
10
3322
$177 ﹤0.01%
10
3323
$176 ﹤0.01%
110
3324
$176 ﹤0.01%
25
-1
3325
$174 ﹤0.01%
7
-2
131 132
133
134 135