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
2551
$4.91K ﹤0.01%
200
2552
$4.89K ﹤0.01%
+77
2553
$4.87K ﹤0.01%
155
2554
$4.87K ﹤0.01%
154
-1,218
2555
$4.87K ﹤0.01%
880
2556
$4.86K ﹤0.01%
+300
2557
$4.84K ﹤0.01%
62
2558
$4.84K ﹤0.01%
123
2559
$4.83K ﹤0.01%
236
2560
$4.8K ﹤0.01%
198
+6
2561
$4.79K ﹤0.01%
+412
2562
$4.78K ﹤0.01%
73
2563
$4.77K ﹤0.01%
48
-45
2564
$4.76K ﹤0.01%
161
-41
2565
$4.76K ﹤0.01%
217
+14
2566
$4.73K ﹤0.01%
507
2567
$4.71K ﹤0.01%
300
2568
$4.69K ﹤0.01%
414
+165
2569
$4.63K ﹤0.01%
39
2570
$4.63K ﹤0.01%
25
-195
2571
$4.59K ﹤0.01%
102
2572
$4.59K ﹤0.01%
+469
2573
$4.58K ﹤0.01%
59
2574
$4.58K ﹤0.01%
+300
2575
$4.55K ﹤0.01%
443
101 102
103
104 105