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
3376
$63 ﹤0.01%
10
3377
$63 ﹤0.01%
6
3378
$62 ﹤0.01%
7
3379
$61 ﹤0.01%
44
3380
$60 ﹤0.01%
10
3381
$60 ﹤0.01%
+4
3382
$55 ﹤0.01%
24
3383
$55 ﹤0.01%
11
3384
$54 ﹤0.01%
2
3385
$53 ﹤0.01%
7
3386
$53 ﹤0.01%
3
3387
$53 ﹤0.01%
6
3388
$52 ﹤0.01%
1
3389
$52 ﹤0.01%
+1
3390
$48 ﹤0.01%
10
-100
3391
$47 ﹤0.01%
2
3392
– –
0
3393
– –
0
3394
$44 ﹤0.01%
55
+50
3395
$44 ﹤0.01%
+4
3396
$41 ﹤0.01%
1
3397
$41 ﹤0.01%
3
3398
$39 ﹤0.01%
1
3399
$37 ﹤0.01%
1
3400
$37 ﹤0.01%
7
134 135
136
137 138