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
1551
$57.2K ﹤0.01%
870
1552
$57.1K ﹤0.01%
1,774
+400
1553
$56.9K ﹤0.01%
1,939
-54
1554
$56.6K ﹤0.01%
1,341
-526
1555
$56.3K ﹤0.01%
618
-202
1556
$56.2K ﹤0.01%
7,312
+55
1557
$56.1K ﹤0.01%
683
-839
1558
$55.9K ﹤0.01%
1,956
1559
$55.9K ﹤0.01%
2,174
-355
1560
$55.9K ﹤0.01%
3,335
-247
1561
$55.6K ﹤0.01%
1,056
-68
1562
$55.6K ﹤0.01%
1,178
-850
1563
$54.7K ﹤0.01%
2,148
-25
1564
$54.7K ﹤0.01%
1,033
1565
$54.7K ﹤0.01%
3,000
+1,914
1566
$54.6K ﹤0.01%
465
1567
$54.6K ﹤0.01%
1,994
-237
1568
$54.5K ﹤0.01%
1,095
+15
1569
$54K ﹤0.01%
4,945
-2,675
1570
$53.7K ﹤0.01%
1,500
-84
1571
$53.6K ﹤0.01%
733
+146
1572
$53.4K ﹤0.01%
1,000
1573
$53.4K ﹤0.01%
1,853
1574
$53.4K ﹤0.01%
2,474
+604
1575
$53.3K ﹤0.01%
1,812
-1,258
61 62
63
64 65