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
2626
$3.98K ﹤0.01%
110
2627
$3.98K ﹤0.01%
192
+148
2628
$3.96K ﹤0.01%
121
2629
$3.91K ﹤0.01%
124
+38
2630
$3.91K ﹤0.01%
495
2631
$3.86K ﹤0.01%
96
2632
$3.85K ﹤0.01%
366
2633
$3.84K ﹤0.01%
113
+46
2634
$3.83K ﹤0.01%
850
2635
$3.82K ﹤0.01%
+45
2636
$3.82K ﹤0.01%
400
2637
$3.81K ﹤0.01%
77
+30
2638
$3.79K ﹤0.01%
96
2639
$3.78K ﹤0.01%
130
2640
$3.77K ﹤0.01%
200
2641
$3.77K ﹤0.01%
100
-79
2642
$3.76K ﹤0.01%
125
-60
2643
$3.76K ﹤0.01%
40
2644
$3.73K ﹤0.01%
64
+34
2645
$3.71K ﹤0.01%
46
+6
2646
$3.71K ﹤0.01%
97
2647
$3.71K ﹤0.01%
30
-11
2648
$3.7K ﹤0.01%
62
-45
2649
$3.69K ﹤0.01%
172
2650
$3.67K ﹤0.01%
+250
104 105
106
107 108