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
551
$664K 0.03%
16,422
+3,677
552
$662K 0.03%
6,170
-4,899
553
$661K 0.03%
17,765
-247
554
$657K 0.03%
12,075
-883
555
$657K 0.03%
25,060
+8,033
556
$655K 0.03%
16,764
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557
$654K 0.03%
1,880
+13
558
$652K 0.03%
1,854
+289
559
$651K 0.03%
11,151
+4,784
560
$651K 0.03%
+6,673
561
$651K 0.03%
6,554
+311
562
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31,960
563
$646K 0.03%
1,444
-583
564
$639K 0.03%
1,925
-137
565
$638K 0.03%
23,997
-3,323
566
$638K 0.03%
28,023
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22,379
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569
$635K 0.03%
19,409
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570
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+10,908
571
$630K 0.03%
1,474
+45
572
$629K 0.03%
16,552
+1,172
573
$628K 0.03%
4,460
-580
574
$627K 0.03%
2,234
-300
575
$627K 0.03%
23,060
+6,825
21 22
23
24 25