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
1976
$20.7K ﹤0.01%
144
+96
1977
$20.5K ﹤0.01%
4,207
+533
1978
$20.4K ﹤0.01%
+1,061
1979
$20.3K ﹤0.01%
623
1980
$20.2K ﹤0.01%
1,089
+610
1981
$20.2K ﹤0.01%
180
-62
1982
$20.2K ﹤0.01%
1,904
-107,741
1983
$20.2K ﹤0.01%
511
-244
1984
$20.2K ﹤0.01%
513
1985
$20.1K ﹤0.01%
357
-2
1986
$20.1K ﹤0.01%
1,650
+1,550
1987
$20.1K ﹤0.01%
664
-400
1988
$20.1K ﹤0.01%
456
+100
1989
$20.1K ﹤0.01%
799
+9
1990
$20K ﹤0.01%
1,009
1991
$20K ﹤0.01%
294
-11
1992
$20K ﹤0.01%
1,000
-12,113
1993
$20K ﹤0.01%
+58
1994
$19.9K ﹤0.01%
5,660
+96
1995
$19.9K ﹤0.01%
246
+32
1996
$19.9K ﹤0.01%
478
+22
1997
$19.8K ﹤0.01%
258
+30
1998
$19.8K ﹤0.01%
3,000
+2,000
1999
$19.7K ﹤0.01%
+1,370
2000
$19.7K ﹤0.01%
220
-75
78 79
80
81 82