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
3076
$1.02K ﹤0.01%
+701
3077
$1.01K ﹤0.01%
53
-10,027
3078
$1.01K ﹤0.01%
8
3079
$1.01K ﹤0.01%
10
3080
$1K ﹤0.01%
200
3081
$999 ﹤0.01%
72
-308
3082
$984 ﹤0.01%
+50
3083
$974 ﹤0.01%
+5
3084
$973 ﹤0.01%
9
-91
3085
$972 ﹤0.01%
60
3086
$970 ﹤0.01%
252
+25
3087
$963 ﹤0.01%
448
3088
$954 ﹤0.01%
15
3089
$951 ﹤0.01%
19
3090
$936 ﹤0.01%
287
3091
$934 ﹤0.01%
100
3092
$930 ﹤0.01%
30
3093
$926 ﹤0.01%
47
3094
$915 ﹤0.01%
9
-5
3095
$913 ﹤0.01%
100
3096
$911 ﹤0.01%
+14
3097
$908 ﹤0.01%
124
3098
$904 ﹤0.01%
+50
3099
$901 ﹤0.01%
34
-10,190
3100
$895 ﹤0.01%
52
122 123
124
125 126