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
2401
$7.3K ﹤0.01%
172
-464
2402
$7.29K ﹤0.01%
250
2403
$7.29K ﹤0.01%
122
-9
2404
$7.28K ﹤0.01%
179
+40
2405
$7.25K ﹤0.01%
37
2406
$7.25K ﹤0.01%
2,250
2407
$7.22K ﹤0.01%
788
+8
2408
$7.18K ﹤0.01%
300
2409
$7.18K ﹤0.01%
200
-600
2410
$7.15K ﹤0.01%
+452
2411
$7.12K ﹤0.01%
650
2412
$7.09K ﹤0.01%
196
+19
2413
$7.08K ﹤0.01%
301
+28
2414
$7.08K ﹤0.01%
65
2415
$7.04K ﹤0.01%
42
-108
2416
$7.04K ﹤0.01%
51
+2
2417
$7.03K ﹤0.01%
1,282
2418
$6.99K ﹤0.01%
506
2419
$6.97K ﹤0.01%
108
-16
2420
$6.96K ﹤0.01%
750
-4,000
2421
$6.94K ﹤0.01%
52
+21
2422
$6.92K ﹤0.01%
59
2423
$6.83K ﹤0.01%
313
-219
2424
$6.83K ﹤0.01%
544
-60
2425
$6.8K ﹤0.01%
2,000
95 96
97
98 99