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
3326
$171 ﹤0.01%
+100
3327
$170 ﹤0.01%
375
3328
$167 ﹤0.01%
8
3329
$163 ﹤0.01%
295
+269
3330
$156 ﹤0.01%
95
+44
3331
$151 ﹤0.01%
11
3332
$146 ﹤0.01%
4
3333
$141 ﹤0.01%
+4
3334
$139 ﹤0.01%
11
3335
– –
0
3336
$135 ﹤0.01%
19
3337
$134 ﹤0.01%
16
3338
$134 ﹤0.01%
18
3339
$127 ﹤0.01%
232
3340
$122 ﹤0.01%
8
3341
$122 ﹤0.01%
+1
3342
$121 ﹤0.01%
80
3343
$119 ﹤0.01%
68
3344
$118 ﹤0.01%
50
3345
$115 ﹤0.01%
3
-100
3346
$114 ﹤0.01%
1
-282
3347
$112 ﹤0.01%
+6
3348
$108 ﹤0.01%
18
3349
$107 ﹤0.01%
30
3350
$105 ﹤0.01%
3
132 133
134
135 136