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
1951
$22.1K ﹤0.01%
423
+96
1952
$21.9K ﹤0.01%
446
1953
$21.9K ﹤0.01%
655
-63
1954
$21.8K ﹤0.01%
256
1955
$21.8K ﹤0.01%
801
-355
1956
$21.7K ﹤0.01%
438
-139
1957
$21.6K ﹤0.01%
422
1958
$21.6K ﹤0.01%
708
-9,428
1959
$21.5K ﹤0.01%
1,190
1960
$21.4K ﹤0.01%
3,060
-1,000
1961
$21.4K ﹤0.01%
260
1962
$21.4K ﹤0.01%
1,361
+1,045
1963
$21.2K ﹤0.01%
156
-183
1964
$21.2K ﹤0.01%
145
+37
1965
$21.2K ﹤0.01%
+369
1966
$21.2K ﹤0.01%
112
+54
1967
$21.1K ﹤0.01%
+1,565
1968
$21.1K ﹤0.01%
1,242
1969
$21K ﹤0.01%
841
+4
1970
$20.9K ﹤0.01%
700
-236
1971
$20.9K ﹤0.01%
264
+66
1972
$20.8K ﹤0.01%
7,205
1973
$20.8K ﹤0.01%
422
+4
1974
$20.7K ﹤0.01%
1,219
+1,103
1975
$20.7K ﹤0.01%
267
+43
77 78
79
80 81