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
401
$1.11M 0.05%
48,212
+9,602
402
$1.1M 0.05%
47,804
+9,487
403
$1.1M 0.05%
58,169
+3,145
404
– –
-336
405
$1.1M 0.05%
5,553
-330
406
$1.08M 0.05%
23,680
+1,376
407
$1.08M 0.05%
6,638
+237
408
$1.07M 0.04%
23,017
-47
409
$1.07M 0.04%
47,030
-8,449
410
$1.07M 0.04%
11,543
411
$1.07M 0.04%
18,197
+2,260
412
$1.06M 0.04%
12,663
+4,268
413
$1.06M 0.04%
18,717
-5,183
414
$1.05M 0.04%
41,577
-699
415
$1.04M 0.04%
33,745
-15,573
416
$1.04M 0.04%
17,275
-2,052
417
$1.04M 0.04%
44,139
+7,961
418
$1.04M 0.04%
2,718
-2,404
419
$1.03M 0.04%
11,633
+344
420
$1.03M 0.04%
17,177
+2,376
421
$1.02M 0.04%
18,713
-356
422
$1.02M 0.04%
44,207
+1,710
423
$1.02M 0.04%
7,341
-618
424
$1.01M 0.04%
8,028
+947
425
$1.01M 0.04%
13,820
-9,136
15 16
17
18 19