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
1276
$110K ﹤0.01%
5,435
+859
1277
$110K ﹤0.01%
9,287
+1,927
1278
$110K ﹤0.01%
753
+105
1279
$109K ﹤0.01%
2,500
+250
1280
$109K ﹤0.01%
+551
1281
$109K ﹤0.01%
1,588
+20
1282
$109K ﹤0.01%
7,005
+207
1283
$108K ﹤0.01%
1,803
+1,703
1284
$108K ﹤0.01%
1,009
-278
1285
$108K ﹤0.01%
1,333
-1,122
1286
$108K ﹤0.01%
1,079
1287
$107K ﹤0.01%
325
+3
1288
$107K ﹤0.01%
4,153
1289
$107K ﹤0.01%
4,540
+264
1290
$107K ﹤0.01%
2,632
-16
1291
$107K ﹤0.01%
1,274
-867
1292
$107K ﹤0.01%
2,486
-2,624
1293
$106K ﹤0.01%
470
-238
1294
$106K ﹤0.01%
1,032
1295
$106K ﹤0.01%
+813
1296
$105K ﹤0.01%
10,034
-423
1297
$105K ﹤0.01%
7,500
+6,000
1298
$105K ﹤0.01%
+1,686
1299
$105K ﹤0.01%
2,871
-1,311
1300
$105K ﹤0.01%
459
+109
50 51
52
53 54