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
2826
$2.31K ﹤0.01%
128
+61
2827
$2.31K ﹤0.01%
12
2828
$2.3K ﹤0.01%
91
2829
$2.3K ﹤0.01%
28
-19,746
2830
$2.29K ﹤0.01%
69
2831
$2.29K ﹤0.01%
+123
2832
$2.29K ﹤0.01%
90
2833
$2.28K ﹤0.01%
155
2834
$2.27K ﹤0.01%
218
-150
2835
$2.27K ﹤0.01%
170
2836
$2.26K ﹤0.01%
38
+17
2837
$2.24K ﹤0.01%
12
-6
2838
$2.22K ﹤0.01%
84
+42
2839
$2.22K ﹤0.01%
224
+176
2840
$2.22K ﹤0.01%
1,000
2841
$2.21K ﹤0.01%
+312
2842
$2.21K ﹤0.01%
43
+12
2843
$2.2K ﹤0.01%
115
2844
$2.19K ﹤0.01%
139
+25
2845
$2.19K ﹤0.01%
142
2846
$2.19K ﹤0.01%
+40
2847
$2.18K ﹤0.01%
71
-489
2848
$2.18K ﹤0.01%
60
2849
$2.17K ﹤0.01%
26
2850
$2.17K ﹤0.01%
83
-9
112 113
114
115 116