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
2951
$1.59K ﹤0.01%
34
2952
$1.59K ﹤0.01%
36,209
2953
$1.58K ﹤0.01%
26
2954
$1.57K ﹤0.01%
41
-202
2955
$1.57K ﹤0.01%
17
-3,631
2956
$1.56K ﹤0.01%
28
2957
$1.56K ﹤0.01%
20
+10
2958
$1.55K ﹤0.01%
405
2959
$1.54K ﹤0.01%
95
2960
$1.54K ﹤0.01%
250
2961
$1.54K ﹤0.01%
6
2962
$1.53K ﹤0.01%
330
2963
$1.53K ﹤0.01%
29
-275
2964
$1.52K ﹤0.01%
+7
2965
$1.52K ﹤0.01%
16
-141
2966
$1.51K ﹤0.01%
28
2967
$1.51K ﹤0.01%
90
-100
2968
$1.49K ﹤0.01%
3,733
+3,470
2969
$1.49K ﹤0.01%
+100
2970
$1.48K ﹤0.01%
+5
2971
$1.45K ﹤0.01%
117
+65
2972
$1.45K ﹤0.01%
75
2973
$1.44K ﹤0.01%
75
2974
$1.44K ﹤0.01%
59
2975
$1.43K ﹤0.01%
500
117 118
119
120 121