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
3351
$105 ﹤0.01%
12
3352
$105 ﹤0.01%
4
3353
$102 ﹤0.01%
40
-2,730
3354
$102 ﹤0.01%
+350
3355
$101 ﹤0.01%
525
+500
3356
$101 ﹤0.01%
145
-60
3357
$90 ﹤0.01%
100
3358
$87 ﹤0.01%
20
3359
$85 ﹤0.01%
+25
3360
$82 ﹤0.01%
2
3361
$80 ﹤0.01%
6
3362
$78 ﹤0.01%
30
3363
– –
0
3364
$74 ﹤0.01%
268
3365
$72 ﹤0.01%
5
3366
$71 ﹤0.01%
3
3367
$70 ﹤0.01%
1
3368
$70 ﹤0.01%
+10
3369
$70 ﹤0.01%
+200
3370
$67 ﹤0.01%
1
3371
$66 ﹤0.01%
16
3372
$65 ﹤0.01%
20
3373
$65 ﹤0.01%
1
3374
$65 ﹤0.01%
2
3375
$64 ﹤0.01%
+1
133 134
135
136 137