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
2976
$1.43K ﹤0.01%
20
2977
$1.43K ﹤0.01%
86
2978
$1.43K ﹤0.01%
+35
2979
$1.43K ﹤0.01%
32
-6,342
2980
– –
0
2981
$1.42K ﹤0.01%
42
2982
$1.42K ﹤0.01%
300
2983
$1.42K ﹤0.01%
+55
2984
$1.42K ﹤0.01%
2,670
+2,584
2985
$1.41K ﹤0.01%
81
-331
2986
$1.41K ﹤0.01%
115
2987
$1.41K ﹤0.01%
+22
2988
$1.4K ﹤0.01%
100
2989
$1.4K ﹤0.01%
162
2990
$1.4K ﹤0.01%
40
2991
$1.4K ﹤0.01%
1,000
2992
$1.39K ﹤0.01%
12
+7
2993
$1.39K ﹤0.01%
176
2994
$1.38K ﹤0.01%
38
2995
$1.38K ﹤0.01%
438
2996
$1.38K ﹤0.01%
+100
2997
$1.37K ﹤0.01%
59
2998
$1.36K ﹤0.01%
170
2999
$1.36K ﹤0.01%
+44
3000
$1.36K ﹤0.01%
45
-4,796
118 119
120
121 122