IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
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
+$24M
2
+$14.3M
3
+$13M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$8.21M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$7.3M

Top Sells

1
+$18.9M
2
+$18.4M
3
+$17.6M
4
IYR icon
iShares US Real Estate ETF
IYR
+$11.1M
5
SHV icon
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$7.42M

Sector Composition

1 Technology 8.47%
2 Financials 4.06%
3 Consumer Discretionary 3.84%
4 Healthcare 3.13%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.31M 0.1%
9,246
+4,108
227
$2.31M 0.1%
25,741
-4,557
228
$2.31M 0.1%
80,161
-3,793
229
$2.29M 0.1%
9,544
-12,252
230
$2.29M 0.1%
23,470
+1,143
231
$2.29M 0.1%
28,680
+14,426
232
$2.28M 0.1%
45,055
-12,232
233
$2.28M 0.1%
40,653
-1,116
234
$2.27M 0.1%
53,263
+1,149
235
$2.27M 0.09%
44,720
-3,325
236
$2.22M 0.09%
12,782
-5,112
237
$2.21M 0.09%
4,968
+187
238
$2.18M 0.09%
47,012
+1,604
239
$2.17M 0.09%
85,970
+8,256
240
$2.16M 0.09%
4,593
-4,076
241
$2.15M 0.09%
19,460
-1,066
242
$2.14M 0.09%
30,585
-37,401
243
$2.11M 0.09%
84,414
+6,729
244
$2.11M 0.09%
54,210
+49,263
245
$2.11M 0.09%
28,052
-17,083
246
$2.1M 0.09%
17,210
+3,421
247
$2.08M 0.09%
56,227
-851
248
$2.07M 0.09%
73,536
-1,628
249
$2.07M 0.09%
134,730
+68,474
250
$2.05M 0.09%
8,902
+190
8 9
10
11 12