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
926
$243K 0.01%
3,425
+2
927
$242K 0.01%
12,118
-7,303
928
$242K 0.01%
6,544
-7,197
929
$242K 0.01%
4,409
-1,683
930
$241K 0.01%
3,315
-16
931
$241K 0.01%
4,895
+241
932
$241K 0.01%
3,755
-774
933
$241K 0.01%
2,094
-26,799
934
$240K 0.01%
17,420
-575
935
$240K 0.01%
2,837
+76
936
$239K 0.01%
1,181
+104
937
$239K 0.01%
7,314
-13,921
938
$239K 0.01%
899
-23
939
$239K 0.01%
2,046
+80
940
$239K 0.01%
8,643
+5,218
941
$238K 0.01%
5,698
+144
942
$237K 0.01%
833
+248
943
$237K 0.01%
514
-483
944
$237K 0.01%
2,460
+275
945
$237K 0.01%
265
+23
946
$237K 0.01%
10,274
-19,442
947
$236K 0.01%
6,395
-657
948
$236K 0.01%
5,405
+545
949
$236K 0.01%
4,623
+574
950
$235K 0.01%
1,175
+1,080
36 37
38
39 40