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
2926
$1.74K ﹤0.01%
800
+400
2927
$1.73K ﹤0.01%
150
2928
$1.72K ﹤0.01%
+12
2929
$1.68K ﹤0.01%
73
2930
$1.67K ﹤0.01%
102
2931
$1.67K ﹤0.01%
184
2932
$1.67K ﹤0.01%
+101
2933
$1.67K ﹤0.01%
+60
2934
$1.66K ﹤0.01%
300
2935
$1.66K ﹤0.01%
32
-14
2936
$1.66K ﹤0.01%
+426
2937
$1.66K ﹤0.01%
84
2938
$1.65K ﹤0.01%
17
-500
2939
$1.63K ﹤0.01%
242
-843
2940
$1.63K ﹤0.01%
200
2941
$1.63K ﹤0.01%
22
+8
2942
$1.63K ﹤0.01%
70
2943
$1.62K ﹤0.01%
100
2944
$1.62K ﹤0.01%
24
-35
2945
$1.62K ﹤0.01%
417
2946
$1.61K ﹤0.01%
+500
2947
$1.61K ﹤0.01%
317
-5,000
2948
$1.6K ﹤0.01%
313
2949
$1.6K ﹤0.01%
43
2950
$1.59K ﹤0.01%
72
116 117
118
119 120