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
3401
$36 ﹤0.01%
+4
3402
$36 ﹤0.01%
7
3403
$34 ﹤0.01%
+1
3404
$33 ﹤0.01%
1
-11
3405
$33 ﹤0.01%
2
3406
$31 ﹤0.01%
1
3407
$31 ﹤0.01%
+2
3408
$30 ﹤0.01%
3
3409
$29 ﹤0.01%
+1
3410
$28 ﹤0.01%
10
3411
$27 ﹤0.01%
+20
3412
$27 ﹤0.01%
24
3413
$24 ﹤0.01%
3
-100
3414
$24 ﹤0.01%
+1
3415
$24 ﹤0.01%
+105
3416
– –
0
3417
$22 ﹤0.01%
8
-7
3418
$21 ﹤0.01%
13
3419
$21 ﹤0.01%
3
3420
$19 ﹤0.01%
1
3421
$19 ﹤0.01%
1,000
3422
– –
0
3423
$16 ﹤0.01%
2
3424
$14 ﹤0.01%
+3
3425
$13 ﹤0.01%
+9
135 136
137
138 139