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
2476
$6.11K ﹤0.01%
210
2477
$6.1K ﹤0.01%
300
2478
$6.09K ﹤0.01%
26
+17
2479
$6.05K ﹤0.01%
+834
2480
$6.04K ﹤0.01%
235
+153
2481
$6.03K ﹤0.01%
1,549
-652
2482
$6.02K ﹤0.01%
224
-170
2483
$6.02K ﹤0.01%
396
-50
2484
$5.99K ﹤0.01%
104
+14
2485
$5.98K ﹤0.01%
1,500
+1,286
2486
$5.97K ﹤0.01%
+200
2487
$5.97K ﹤0.01%
93
2488
$5.97K ﹤0.01%
130
2489
$5.97K ﹤0.01%
81
2490
$5.96K ﹤0.01%
185
2491
$5.94K ﹤0.01%
51
2492
$5.92K ﹤0.01%
1,212
2493
$5.91K ﹤0.01%
241
-26
2494
$5.91K ﹤0.01%
40
-11
2495
$5.9K ﹤0.01%
507
+13
2496
$5.89K ﹤0.01%
310
+309
2497
$5.88K ﹤0.01%
+800
2498
$5.85K ﹤0.01%
66
+14
2499
$5.84K ﹤0.01%
43
+38
2500
$5.84K ﹤0.01%
69
98 99
100
101 102