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
2451
$6.42K ﹤0.01%
505
2452
$6.41K ﹤0.01%
203
2453
$6.36K ﹤0.01%
103
-73
2454
$6.35K ﹤0.01%
1
2455
$6.33K ﹤0.01%
500
2456
$6.31K ﹤0.01%
340
2457
$6.31K ﹤0.01%
500
+2
2458
$6.27K ﹤0.01%
590
+6
2459
$6.25K ﹤0.01%
212
2460
$6.24K ﹤0.01%
200
2461
$6.23K ﹤0.01%
84
-13
2462
$6.23K ﹤0.01%
259
+58
2463
$6.23K ﹤0.01%
200
2464
$6.22K ﹤0.01%
350
2465
$6.21K ﹤0.01%
1,735
2466
$6.21K ﹤0.01%
+123
2467
$6.2K ﹤0.01%
48
2468
$6.18K ﹤0.01%
110
-532
2469
$6.17K ﹤0.01%
136
+113
2470
$6.17K ﹤0.01%
71
2471
$6.16K ﹤0.01%
1,540
2472
$6.15K ﹤0.01%
18
+16
2473
$6.15K ﹤0.01%
323
2474
$6.15K ﹤0.01%
150
2475
$6.14K ﹤0.01%
177
97 98
99
100 101