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
1226
$123K 0.01%
2,867
-908
1227
$123K 0.01%
2,252
-815
1228
$123K 0.01%
1,508
-196
1229
$122K 0.01%
4,693
-609
1230
$122K 0.01%
2,417
-130
1231
$122K 0.01%
1,447
1232
$122K 0.01%
2,584
-2,989
1233
$121K 0.01%
816
-279
1234
$121K 0.01%
223
1235
$120K 0.01%
1,096
-1,286
1236
$120K 0.01%
4,373
+2,829
1237
$120K 0.01%
760
-91
1238
$119K 0.01%
1,663
+11
1239
$119K 0.01%
2,608
-2,458
1240
$118K ﹤0.01%
534
+310
1241
$118K ﹤0.01%
6,073
+28
1242
$118K ﹤0.01%
1,317
-822
1243
$118K ﹤0.01%
2,862
-699
1244
$118K ﹤0.01%
500
-5
1245
$118K ﹤0.01%
310
+14
1246
$118K ﹤0.01%
6,650
-14,566
1247
$117K ﹤0.01%
705
+113
1248
$117K ﹤0.01%
11,257
-3,306
1249
$117K ﹤0.01%
1,631
+56
1250
$117K ﹤0.01%
6,883
+812
48 49
50
51 52