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
3276
$282 ﹤0.01%
12
3277
$282 ﹤0.01%
100
3278
$276 ﹤0.01%
+34
3279
$276 ﹤0.01%
20
3280
$275 ﹤0.01%
9
3281
$271 ﹤0.01%
19
3282
$270 ﹤0.01%
8
3283
$270 ﹤0.01%
36
3284
$270 ﹤0.01%
9
3285
$260 ﹤0.01%
+3
3286
$258 ﹤0.01%
81
3287
$258 ﹤0.01%
9
-21
3288
$252 ﹤0.01%
+10
3289
$249 ﹤0.01%
+10
3290
$247 ﹤0.01%
49
3291
$246 ﹤0.01%
264
3292
$246 ﹤0.01%
32
3293
$244 ﹤0.01%
+11
3294
$243 ﹤0.01%
9
-1,845
3295
$242 ﹤0.01%
12
3296
$240 ﹤0.01%
24
-88
3297
$240 ﹤0.01%
11
3298
$239 ﹤0.01%
+100
3299
$239 ﹤0.01%
42
3300
$237 ﹤0.01%
17
130 131
132
133 134