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
2901
$1.89K ﹤0.01%
16
2902
$1.88K ﹤0.01%
50
2903
$1.88K ﹤0.01%
24
-140
2904
$1.88K ﹤0.01%
149
2905
$1.87K ﹤0.01%
123
2906
$1.87K ﹤0.01%
40
+19
2907
$1.83K ﹤0.01%
+76
2908
$1.82K ﹤0.01%
13
2909
$1.82K ﹤0.01%
60
2910
$1.81K ﹤0.01%
+74
2911
$1.81K ﹤0.01%
206
-4,140
2912
$1.8K ﹤0.01%
46
+1
2913
$1.8K ﹤0.01%
32
2914
$1.79K ﹤0.01%
100
2915
$1.78K ﹤0.01%
65
+2
2916
$1.77K ﹤0.01%
262
2917
$1.77K ﹤0.01%
+75
2918
$1.76K ﹤0.01%
328
2919
$1.75K ﹤0.01%
150
2920
$1.75K ﹤0.01%
150
2921
$1.74K ﹤0.01%
136
2922
$1.74K ﹤0.01%
400
2923
$1.74K ﹤0.01%
8
2924
$1.74K ﹤0.01%
125
2925
$1.74K ﹤0.01%
49
-20
115 116
117
118 119