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
2276
$10.8K ﹤0.01%
167
-57
2277
$10.7K ﹤0.01%
204
+4
2278
$10.7K ﹤0.01%
1,055
-445
2279
$10.7K ﹤0.01%
97
-4
2280
$10.6K ﹤0.01%
1,130
2281
$10.6K ﹤0.01%
650
2282
$10.6K ﹤0.01%
150
2283
$10.6K ﹤0.01%
267
2284
$10.5K ﹤0.01%
+718
2285
$10.5K ﹤0.01%
471
+142
2286
$10.4K ﹤0.01%
382
2287
$10.4K ﹤0.01%
214
-2,233
2288
$10.4K ﹤0.01%
355
+4
2289
$10.3K ﹤0.01%
125
2290
$10.3K ﹤0.01%
+410
2291
$10.3K ﹤0.01%
750
2292
$10.3K ﹤0.01%
154
2293
$10.3K ﹤0.01%
3,400
-455
2294
$10.3K ﹤0.01%
300
-8,285
2295
$10.2K ﹤0.01%
164
2296
$10.2K ﹤0.01%
+762
2297
$10.1K ﹤0.01%
+374
2298
$10.1K ﹤0.01%
6,000
+3,000
2299
$10.1K ﹤0.01%
723
-205
2300
$10K ﹤0.01%
895
-218
90 91
92
93 94