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
2751
$2.9K ﹤0.01%
75
2752
$2.89K ﹤0.01%
39
2753
$2.89K ﹤0.01%
340
2754
$2.89K ﹤0.01%
74
-47
2755
$2.88K ﹤0.01%
2,000
2756
$2.87K ﹤0.01%
134
2757
$2.83K ﹤0.01%
546
2758
$2.83K ﹤0.01%
60
2759
$2.8K ﹤0.01%
151
-91
2760
$2.79K ﹤0.01%
53
-50
2761
$2.79K ﹤0.01%
50
2762
$2.79K ﹤0.01%
25
2763
$2.78K ﹤0.01%
150
+2
2764
$2.78K ﹤0.01%
+19
2765
$2.77K ﹤0.01%
206
-293
2766
$2.77K ﹤0.01%
39
-6
2767
$2.77K ﹤0.01%
+50
2768
$2.77K ﹤0.01%
147
2769
$2.76K ﹤0.01%
238
-12
2770
$2.75K ﹤0.01%
5,000
2771
$2.75K ﹤0.01%
42
+12
2772
$2.75K ﹤0.01%
36
2773
$2.73K ﹤0.01%
23
2774
$2.73K ﹤0.01%
13
+7
2775
$2.73K ﹤0.01%
17
-53
109 110
111
112 113