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
2876
$2.01K ﹤0.01%
40
-256
2877
$2.01K ﹤0.01%
84
+8
2878
$2.01K ﹤0.01%
+91
2879
– –
0
2880
$2K ﹤0.01%
75
2881
$1.99K ﹤0.01%
198
-2,990
2882
$1.99K ﹤0.01%
28
2883
$1.99K ﹤0.01%
72
+36
2884
$1.98K ﹤0.01%
66
2885
$1.95K ﹤0.01%
188
2886
$1.94K ﹤0.01%
295
2887
$1.94K ﹤0.01%
34
+3
2888
$1.94K ﹤0.01%
15
+7
2889
$1.94K ﹤0.01%
44
+10
2890
$1.94K ﹤0.01%
8
2891
$1.94K ﹤0.01%
+400
2892
$1.94K ﹤0.01%
300
2893
$1.93K ﹤0.01%
138
+50
2894
$1.92K ﹤0.01%
+600
2895
$1.91K ﹤0.01%
24
2896
$1.9K ﹤0.01%
75
-2,000
2897
$1.89K ﹤0.01%
80
2898
$1.89K ﹤0.01%
30
-32
2899
$1.89K ﹤0.01%
12
-9
2900
$1.89K ﹤0.01%
84
+30
114 115
116
117 118