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
901
$258K 0.01%
4,541
-368
902
$258K 0.01%
20,227
903
$257K 0.01%
6,205
-992
904
$257K 0.01%
3,420
+12
905
$257K 0.01%
5,900
-1,300
906
$256K 0.01%
10,864
+210
907
$256K 0.01%
787
-5
908
$256K 0.01%
10,194
-7,062
909
$256K 0.01%
3,604
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910
$255K 0.01%
11,529
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-103
912
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4,998
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1,803
+1,485
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5,218
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920
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762
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$244K 0.01%
958
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924
$244K 0.01%
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925
$244K 0.01%
625
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35 36
37
38 39