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
1851
$28.1K ﹤0.01%
425
+125
1852
$28K ﹤0.01%
614
-200
1853
$28K ﹤0.01%
696
-1,410
1854
$28K ﹤0.01%
2,445
+176
1855
$27.9K ﹤0.01%
366
+30
1856
$27.8K ﹤0.01%
695
1857
$27.8K ﹤0.01%
880
+747
1858
$27.8K ﹤0.01%
447
-91
1859
$27.7K ﹤0.01%
3,216
1860
$27.7K ﹤0.01%
2,346
+12
1861
$27.7K ﹤0.01%
5,005
-35
1862
$27.7K ﹤0.01%
134
-35
1863
$27.7K ﹤0.01%
2,000
+1,800
1864
$27.6K ﹤0.01%
702
1865
$27.5K ﹤0.01%
525
+19
1866
$27.4K ﹤0.01%
1,671
+1,576
1867
$27.4K ﹤0.01%
6,805
1868
$27.3K ﹤0.01%
1,597
+34
1869
$27.3K ﹤0.01%
1,445
+6
1870
$27.2K ﹤0.01%
137
+128
1871
$27.2K ﹤0.01%
665
1872
$27.2K ﹤0.01%
+919
1873
$27.1K ﹤0.01%
1,000
+500
1874
$26.9K ﹤0.01%
750
1875
$26.9K ﹤0.01%
505
+14
73 74
75
76 77