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
376
$1.21M 0.05%
59,018
-4,756
377
$1.21M 0.05%
66,989
+13,539
378
$1.21M 0.05%
8,678
+1,772
379
$1.21M 0.05%
16,021
+7,544
380
$1.2M 0.05%
35,682
-16,717
381
$1.2M 0.05%
7,072
-155
382
$1.2M 0.05%
4,909
-2,028
383
$1.19M 0.05%
42,531
-3,804
384
$1.19M 0.05%
28,594
-6,101
385
$1.18M 0.05%
75,474
-27,888
386
$1.18M 0.05%
9,005
+32
387
$1.17M 0.05%
9,164
+4,118
388
$1.17M 0.05%
1,488
+1,051
389
$1.17M 0.05%
22,820
-25,633
390
$1.17M 0.05%
25,345
+4,345
391
$1.15M 0.05%
10,012
-253
392
$1.14M 0.05%
9,785
-1,043
393
$1.14M 0.05%
9,415
-494
394
$1.14M 0.05%
22,351
-9,039
395
$1.14M 0.05%
22,849
+930
396
$1.12M 0.05%
52,352
+10,568
397
$1.12M 0.05%
10,977
-30
398
$1.12M 0.05%
41,250
-47
399
$1.11M 0.05%
52,315
+4,637
400
$1.11M 0.05%
28,605
+18,082
14 15
16
17 18