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
826
$312K 0.01%
2,723
-186
827
$311K 0.01%
10,104
-6,572
828
$311K 0.01%
3,571
-127,707
829
$311K 0.01%
115
-8
830
$310K 0.01%
5,278
+348
831
$308K 0.01%
14,515
-619
832
$307K 0.01%
6,234
-29
833
$306K 0.01%
16,241
-4,943
834
$305K 0.01%
1,652
+1,210
835
$305K 0.01%
8,739
-236
836
$303K 0.01%
12,163
+11,081
837
$302K 0.01%
4,829
838
$301K 0.01%
8,927
+1,477
839
$299K 0.01%
11,458
+810
840
$299K 0.01%
10,245
+9,618
841
$298K 0.01%
10,053
+9,980
842
$296K 0.01%
18,353
+13,201
843
$296K 0.01%
10,868
844
$295K 0.01%
1,582
+933
845
$295K 0.01%
10,200
846
$295K 0.01%
14,039
+93
847
$294K 0.01%
5,875
-2,555
848
$294K 0.01%
614
-750
849
$291K 0.01%
6,258
+1,579
850
$290K 0.01%
403
+44
32 33
34
35 36