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
251
$2.02M 0.08%
71,500
+1,466
252
$2.02M 0.08%
71,269
+13,025
253
$2.01M 0.08%
13,210
+11,174
254
$2.01M 0.08%
55,793
-5,772
255
$2M 0.08%
17,384
+9,068
256
$2M 0.08%
+147,694
257
$1.98M 0.08%
102,815
-5,309
258
$1.96M 0.08%
42,502
-1,552
259
$1.94M 0.08%
7,901
-214
260
$1.93M 0.08%
19,982
-2,971
261
$1.93M 0.08%
4,015
+1,255
262
$1.92M 0.08%
46,502
+16,544
263
$1.92M 0.08%
49,378
-56,361
264
$1.91M 0.08%
104,017
-144,391
265
$1.89M 0.08%
4,654
+1,637
266
$1.89M 0.08%
20,575
+1,088
267
$1.87M 0.08%
6,780
-1,911
268
$1.86M 0.08%
31,161
+179
269
$1.86M 0.08%
26,240
-708
270
$1.86M 0.08%
16,292
+3,460
271
$1.84M 0.08%
41,619
-3,426
272
$1.84M 0.08%
24,262
-16,981
273
$1.83M 0.08%
38,362
+109
274
$1.82M 0.08%
133,421
-63,195
275
$1.81M 0.08%
4,526
-362
9 10
11
12 13