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
2126
$15.6K ﹤0.01%
191
+1
2127
$15.6K ﹤0.01%
190
-70
2128
$15.6K ﹤0.01%
740
2129
$15.6K ﹤0.01%
50
-81
2130
$15.5K ﹤0.01%
425
-7
2131
$15.5K ﹤0.01%
920
2132
$15.3K ﹤0.01%
+534
2133
$15.3K ﹤0.01%
40
+1
2134
$15.3K ﹤0.01%
1,599
-315
2135
$15.3K ﹤0.01%
+375
2136
$15.2K ﹤0.01%
1,000
2137
$15.2K ﹤0.01%
350
2138
$15.1K ﹤0.01%
161
-429
2139
$15.1K ﹤0.01%
1,200
2140
$15.1K ﹤0.01%
341
2141
$15.1K ﹤0.01%
+298
2142
$15K ﹤0.01%
551
-4,846
2143
$15K ﹤0.01%
500
2144
$15K ﹤0.01%
562
-1
2145
$14.9K ﹤0.01%
470
2146
$14.9K ﹤0.01%
+479
2147
$14.9K ﹤0.01%
851
2148
$14.9K ﹤0.01%
505
-254
2149
$14.8K ﹤0.01%
1,888
+107
2150
$14.8K ﹤0.01%
1,500
-500
84 85
86
87 88