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
3026
$1.22K ﹤0.01%
+16
3027
$1.21K ﹤0.01%
+59
3028
$1.21K ﹤0.01%
48
-7
3029
$1.21K ﹤0.01%
62
3030
$1.21K ﹤0.01%
23
3031
$1.2K ﹤0.01%
18
3032
$1.2K ﹤0.01%
+19
3033
$1.2K ﹤0.01%
+84
3034
$1.19K ﹤0.01%
127
3035
$1.18K ﹤0.01%
50
3036
$1.18K ﹤0.01%
63
3037
$1.17K ﹤0.01%
25
+17
3038
$1.17K ﹤0.01%
+24
3039
$1.17K ﹤0.01%
44
3040
$1.17K ﹤0.01%
+14
3041
$1.16K ﹤0.01%
+9
3042
$1.16K ﹤0.01%
53
3043
$1.16K ﹤0.01%
100
3044
$1.16K ﹤0.01%
33
3045
$1.16K ﹤0.01%
100
-6,200
3046
$1.15K ﹤0.01%
+50
3047
$1.15K ﹤0.01%
36
3048
$1.15K ﹤0.01%
100
3049
$1.15K ﹤0.01%
75
-148
3050
$1.14K ﹤0.01%
+40
120 121
122
123 124