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
2801
$2.5K ﹤0.01%
2,000
2802
$2.5K ﹤0.01%
125
2803
$2.5K ﹤0.01%
23
+15
2804
$2.49K ﹤0.01%
44
+18
2805
$2.48K ﹤0.01%
44
2806
$2.48K ﹤0.01%
100
-1,000
2807
$2.47K ﹤0.01%
13
-140
2808
$2.47K ﹤0.01%
110
-15
2809
$2.46K ﹤0.01%
34
-15
2810
$2.46K ﹤0.01%
63
2811
$2.45K ﹤0.01%
63
-26
2812
$2.45K ﹤0.01%
16
2813
$2.42K ﹤0.01%
159
2814
$2.41K ﹤0.01%
+120
2815
$2.41K ﹤0.01%
+107
2816
$2.4K ﹤0.01%
75
2817
$2.39K ﹤0.01%
94
2818
$2.37K ﹤0.01%
25
2819
$2.37K ﹤0.01%
34
2820
$2.35K ﹤0.01%
197
-5,371
2821
$2.35K ﹤0.01%
59
2822
$2.35K ﹤0.01%
100
2823
$2.33K ﹤0.01%
230
2824
$2.33K ﹤0.01%
74
+61
2825
$2.33K ﹤0.01%
60
111 112
113
114 115