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
2651
$3.67K ﹤0.01%
87
2652
$3.67K ﹤0.01%
65
2653
$3.65K ﹤0.01%
134
-64
2654
$3.62K ﹤0.01%
42
+15
2655
$3.62K ﹤0.01%
140
2656
$3.6K ﹤0.01%
33
-5
2657
$3.59K ﹤0.01%
27
2658
$3.59K ﹤0.01%
11
2659
$3.57K ﹤0.01%
57
2660
$3.57K ﹤0.01%
+231
2661
$3.51K ﹤0.01%
35
-77
2662
$3.5K ﹤0.01%
137
2663
$3.5K ﹤0.01%
175
2664
$3.5K ﹤0.01%
200
2665
$3.47K ﹤0.01%
222
2666
$3.45K ﹤0.01%
135
-150
2667
$3.45K ﹤0.01%
12
+1
2668
$3.43K ﹤0.01%
+41
2669
$3.43K ﹤0.01%
182
2670
$3.42K ﹤0.01%
39
2671
$3.42K ﹤0.01%
192
2672
$3.41K ﹤0.01%
+200
2673
$3.41K ﹤0.01%
320
+9
2674
$3.4K ﹤0.01%
100
+84
2675
$3.39K ﹤0.01%
50
105 106
107
108 109