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
276
$1.81M 0.08%
65,670
-6,502
277
$1.81M 0.08%
42,351
-76
278
$1.79M 0.08%
15,077
-2,709
279
$1.78M 0.07%
20,232
+1,988
280
$1.78M 0.07%
75,854
+7,248
281
$1.77M 0.07%
40,071
+3,191
282
$1.77M 0.07%
9,628
+990
283
$1.77M 0.07%
14,411
-242
284
$1.75M 0.07%
16,851
+6,386
285
$1.74M 0.07%
52,508
+26,020
286
$1.74M 0.07%
27,060
+9,790
287
$1.74M 0.07%
10,363
+570
288
$1.73M 0.07%
36,540
+399
289
$1.71M 0.07%
70,576
+1,611
290
$1.7M 0.07%
7,985
-1,867
291
$1.69M 0.07%
5,640
+251
292
$1.69M 0.07%
9,959
-4,811
293
$1.68M 0.07%
26,253
+142
294
$1.68M 0.07%
40,815
+3,968
295
$1.66M 0.07%
32,936
-2,524
296
$1.66M 0.07%
14,228
-1,202
297
$1.66M 0.07%
15,616
-20,932
298
$1.65M 0.07%
9,181
-666
299
$1.64M 0.07%
72,733
-772
300
$1.63M 0.07%
54,908
-798
10 11
12
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