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
2151
$14.7K ﹤0.01%
350
-478
2152
$14.7K ﹤0.01%
209
+163
2153
$14.6K ﹤0.01%
60
+3
2154
$14.6K ﹤0.01%
655
2155
$14.6K ﹤0.01%
341
+1
2156
$14.6K ﹤0.01%
2,428
+60
2157
$14.6K ﹤0.01%
6,461
-13,702
2158
$14.6K ﹤0.01%
1,000
2159
$14.5K ﹤0.01%
742
+313
2160
$14.5K ﹤0.01%
903
2161
$14.4K ﹤0.01%
1,630
2162
$14.4K ﹤0.01%
202
2163
$14.4K ﹤0.01%
542
-450
2164
$14.3K ﹤0.01%
240
2165
$14.2K ﹤0.01%
830
2166
$14.2K ﹤0.01%
344
2167
$14.2K ﹤0.01%
+105
2168
$14.1K ﹤0.01%
961
2169
$14.1K ﹤0.01%
1,231
2170
$14.1K ﹤0.01%
957
-639
2171
$14.1K ﹤0.01%
341
+256
2172
$14.1K ﹤0.01%
162
-903
2173
$14K ﹤0.01%
118
2174
$14K ﹤0.01%
1,977
2175
$13.9K ﹤0.01%
806