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
2726
$3.06K ﹤0.01%
335
2727
$3.05K ﹤0.01%
64
+50
2728
$3.03K ﹤0.01%
66
2729
$3.02K ﹤0.01%
171
2730
$3.02K ﹤0.01%
55
2731
$3.02K ﹤0.01%
+260
2732
$3K ﹤0.01%
100
2733
$3K ﹤0.01%
19
-364
2734
$2.99K ﹤0.01%
130
2735
$2.98K ﹤0.01%
+500
2736
$2.98K ﹤0.01%
135
-52
2737
$2.98K ﹤0.01%
41
+9
2738
$2.97K ﹤0.01%
14
2739
$2.97K ﹤0.01%
22
2740
$2.96K ﹤0.01%
1,028
+822
2741
$2.96K ﹤0.01%
19
+9
2742
$2.96K ﹤0.01%
72
2743
$2.95K ﹤0.01%
+1,000
2744
$2.95K ﹤0.01%
105
2745
$2.94K ﹤0.01%
69
2746
$2.94K ﹤0.01%
150
2747
$2.94K ﹤0.01%
395
+145
2748
$2.92K ﹤0.01%
337
2749
$2.91K ﹤0.01%
112
+20
2750
$2.9K ﹤0.01%
654
108 109
110
111 112