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
326
$1.47M 0.06%
85,576
-74,345
327
$1.46M 0.06%
11,352
-954
328
$1.46M 0.06%
30,903
-10,230
329
$1.44M 0.06%
23,022
-3,002
330
$1.44M 0.06%
77,142
+14,741
331
$1.43M 0.06%
31,204
-6,182
332
$1.42M 0.06%
42,507
-12,235
333
$1.42M 0.06%
2,528
+1,465
334
$1.42M 0.06%
54,963
-2,679
335
$1.41M 0.06%
18,632
+589
336
$1.41M 0.06%
52,162
-5,989
337
$1.4M 0.06%
15,211
-1,114
338
$1.4M 0.06%
37,574
+2,069
339
$1.39M 0.06%
20,262
-18,591
340
$1.39M 0.06%
25,685
+131
341
$1.38M 0.06%
6,237
+45
342
$1.37M 0.06%
12,194
-214
343
$1.37M 0.06%
36,035
+4,412
344
$1.36M 0.06%
65,352
-1,715
345
$1.36M 0.06%
7,008
-144
346
$1.36M 0.06%
19,292
-739
347
$1.35M 0.06%
27,978
+9,244
348
$1.35M 0.06%
22,439
+159
349
$1.35M 0.06%
5,501
-2,978
350
$1.34M 0.06%
2,944
+35
12 13
14
15 16