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
3051
$1.14K ﹤0.01%
77
-39
3052
$1.14K ﹤0.01%
49
3053
$1.13K ﹤0.01%
+18
3054
– –
0
3055
$1.12K ﹤0.01%
135
3056
$1.12K ﹤0.01%
+75
3057
$1.11K ﹤0.01%
106
3058
$1.11K ﹤0.01%
38
3059
$1.11K ﹤0.01%
48
3060
$1.11K ﹤0.01%
+6
3061
$1.09K ﹤0.01%
200
3062
$1.08K ﹤0.01%
100
3063
$1.07K ﹤0.01%
69
+1
3064
$1.07K ﹤0.01%
16
3065
$1.06K ﹤0.01%
40
3066
$1.06K ﹤0.01%
+100
3067
$1.05K ﹤0.01%
+27
3068
$1.05K ﹤0.01%
24
3069
$1.04K ﹤0.01%
+38
3070
$1.04K ﹤0.01%
195
3071
$1.04K ﹤0.01%
33
3072
$1.03K ﹤0.01%
13
-409
3073
$1.03K ﹤0.01%
243
3074
$1.03K ﹤0.01%
+11
3075
$1.02K ﹤0.01%
47
121 122
123
124 125