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
1826
$30.1K ﹤0.01%
384
+3
1827
$30.1K ﹤0.01%
662
+109
1828
$30.1K ﹤0.01%
672
-23
1829
$30K ﹤0.01%
638
-247
1830
$30K ﹤0.01%
480
+92
1831
$30K ﹤0.01%
1,500
1832
$29.9K ﹤0.01%
1,327
-583
1833
$29.9K ﹤0.01%
1,215
-375
1834
$29.8K ﹤0.01%
+660
1835
$29.6K ﹤0.01%
1,339
1836
$29.5K ﹤0.01%
8,000
1837
$29.4K ﹤0.01%
1,000
1838
$29.3K ﹤0.01%
3,290
-1,040
1839
$29.3K ﹤0.01%
764
-545
1840
$29.3K ﹤0.01%
1,024
-27
1841
$29.2K ﹤0.01%
370
1842
$29K ﹤0.01%
2,024
-2,272
1843
$29K ﹤0.01%
6,972
-114,808
1844
$28.9K ﹤0.01%
4,130
-808
1845
$28.9K ﹤0.01%
477
+275
1846
$28.8K ﹤0.01%
3,158
+246
1847
$28.7K ﹤0.01%
800
-1,839
1848
$28.6K ﹤0.01%
264
-82
1849
$28.6K ﹤0.01%
1,126
-48
1850
$28.4K ﹤0.01%
290
72 73
74
75 76