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
2676
$3.39K ﹤0.01%
875
-1,000
2677
$3.38K ﹤0.01%
503
2678
$3.37K ﹤0.01%
619
+82
2679
$3.37K ﹤0.01%
73
2680
$3.36K ﹤0.01%
81
-1,305
2681
$3.35K ﹤0.01%
212
+82
2682
$3.34K ﹤0.01%
227
+27
2683
$3.34K ﹤0.01%
250
2684
$3.33K ﹤0.01%
51
+15
2685
$3.33K ﹤0.01%
201
-2,214
2686
$3.33K ﹤0.01%
39
2687
$3.33K ﹤0.01%
1,520
2688
$3.33K ﹤0.01%
720
2689
$3.33K ﹤0.01%
500
2690
$3.32K ﹤0.01%
3,850
+3,675
2691
$3.31K ﹤0.01%
255
2692
$3.31K ﹤0.01%
93
2693
$3.28K ﹤0.01%
100
-300
2694
$3.28K ﹤0.01%
81
+1
2695
$3.27K ﹤0.01%
242
-77
2696
$3.25K ﹤0.01%
98
-65
2697
$3.24K ﹤0.01%
77
+20
2698
$3.24K ﹤0.01%
700
+200
2699
$3.24K ﹤0.01%
81
2700
$3.24K ﹤0.01%
314
106 107
108
109 110