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
351
$1.33M 0.06%
6,942
+3,835
352
$1.33M 0.06%
45,719
+680
353
$1.32M 0.06%
59,424
+30,247
354
$1.32M 0.06%
5,383
-2,946
355
$1.31M 0.05%
57,232
-6,022
356
$1.3M 0.05%
38,756
-51,902
357
$1.3M 0.05%
47,636
-892
358
$1.3M 0.05%
23,091
-3,318
359
$1.28M 0.05%
12,823
-5,102
360
$1.27M 0.05%
39,799
-325
361
$1.27M 0.05%
51,672
-80,155
362
$1.26M 0.05%
141,790
-222,283
363
$1.26M 0.05%
45,372
+3,408
364
$1.26M 0.05%
11,154
-567
365
$1.26M 0.05%
9,524
-7,225
366
$1.26M 0.05%
27,642
+634
367
$1.25M 0.05%
9,021
+154
368
$1.24M 0.05%
42,507
-591
369
$1.24M 0.05%
49,478
-3,688
370
$1.24M 0.05%
11,723
+98
371
$1.23M 0.05%
36,564
-2,567
372
$1.23M 0.05%
4,201
+3,249
373
$1.22M 0.05%
43,923
374
$1.22M 0.05%
21,187
+1,383
375
$1.22M 0.05%
17,551
-19
13 14
15
16 17