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
301
$1.63M 0.07%
36,014
+22,376
302
$1.62M 0.07%
25,646
+14,217
303
$1.59M 0.07%
16,241
-3,413
304
$1.59M 0.07%
27,968
+6,621
305
$1.58M 0.07%
58,387
+32,369
306
$1.58M 0.07%
135,250
+132,590
307
$1.57M 0.07%
+60,519
308
$1.57M 0.07%
14,147
+8,914
309
$1.56M 0.07%
24,480
+13,650
310
$1.54M 0.06%
72,414
+610
311
$1.54M 0.06%
7,306
+2,458
312
$1.54M 0.06%
24,444
+169
313
$1.54M 0.06%
40,119
+10,770
314
$1.53M 0.06%
62,548
-39,231
315
$1.53M 0.06%
11,448
-7,511
316
$1.53M 0.06%
24,221
-1,302
317
$1.53M 0.06%
2,206
-543
318
$1.51M 0.06%
38,454
+1,214
319
$1.51M 0.06%
15,972
-27
320
$1.51M 0.06%
17,762
-14
321
$1.51M 0.06%
93,823
-125,174
322
$1.51M 0.06%
12,650
-3,117
323
$1.49M 0.06%
71,950
+4,856
324
$1.49M 0.06%
83,482
-44,152
325
$1.48M 0.06%
15,151
-695
11 12
13
14 15