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
3001
$1.36K ﹤0.01%
48
+30
3002
$1.35K ﹤0.01%
187
3003
$1.34K ﹤0.01%
+101
3004
$1.33K ﹤0.01%
61
-7
3005
$1.32K ﹤0.01%
95
-2
3006
$1.32K ﹤0.01%
70
3007
$1.31K ﹤0.01%
20
3008
$1.31K ﹤0.01%
+53
3009
$1.31K ﹤0.01%
+100
3010
$1.3K ﹤0.01%
75
-150
3011
$1.3K ﹤0.01%
1,100
3012
$1.3K ﹤0.01%
+100
3013
$1.29K ﹤0.01%
114
3014
$1.29K ﹤0.01%
40
3015
$1.28K ﹤0.01%
56
-152
3016
$1.26K ﹤0.01%
1,000
3017
$1.26K ﹤0.01%
+53
3018
$1.26K ﹤0.01%
+7
3019
$1.25K ﹤0.01%
56
-103
3020
$1.24K ﹤0.01%
61
3021
$1.24K ﹤0.01%
+150
3022
$1.23K ﹤0.01%
142
3023
$1.23K ﹤0.01%
225
3024
$1.22K ﹤0.01%
+46
3025
$1.22K ﹤0.01%
29
119 120
121
122 123