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
3226
$403 ﹤0.01%
+49
3227
$403 ﹤0.01%
36
3228
$391 ﹤0.01%
5
3229
$390 ﹤0.01%
12
3230
$388 ﹤0.01%
+26
3231
$387 ﹤0.01%
29
3232
$386 ﹤0.01%
200
3233
$383 ﹤0.01%
3
-6
3234
$382 ﹤0.01%
15
3235
$377 ﹤0.01%
7
3236
$376 ﹤0.01%
12
3237
$375 ﹤0.01%
82
-500
3238
$375 ﹤0.01%
4
-858
3239
$374 ﹤0.01%
+104
3240
$371 ﹤0.01%
119
3241
$370 ﹤0.01%
200
3242
$369 ﹤0.01%
1,000
3243
$366 ﹤0.01%
18
3244
$364 ﹤0.01%
19
3245
$357 ﹤0.01%
30
3246
$355 ﹤0.01%
10
3247
$354 ﹤0.01%
167
3248
$354 ﹤0.01%
100
3249
$353 ﹤0.01%
3
3250
$352 ﹤0.01%
+20
128 129
130
131 132