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
2576
$4.53K ﹤0.01%
155
+100
2577
$4.52K ﹤0.01%
167
2578
$4.52K ﹤0.01%
50
2579
$4.51K ﹤0.01%
+404
2580
$4.51K ﹤0.01%
65
+23
2581
$4.5K ﹤0.01%
350
2582
$4.5K ﹤0.01%
28
+13
2583
$4.43K ﹤0.01%
330
+30
2584
$4.42K ﹤0.01%
500
2585
$4.41K ﹤0.01%
43
+10
2586
$4.39K ﹤0.01%
266
+112
2587
$4.38K ﹤0.01%
600
2588
$4.35K ﹤0.01%
41
2589
$4.35K ﹤0.01%
110
2590
$4.31K ﹤0.01%
1,000
2591
$4.29K ﹤0.01%
+212
2592
$4.29K ﹤0.01%
533
2593
$4.27K ﹤0.01%
1,709
+409
2594
$4.26K ﹤0.01%
711
+375
2595
$4.25K ﹤0.01%
342
+174
2596
$4.25K ﹤0.01%
141
-162
2597
$4.24K ﹤0.01%
26
+1
2598
$4.23K ﹤0.01%
34
2599
$4.23K ﹤0.01%
700
2600
$4.23K ﹤0.01%
60
102 103
104
105 106