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
426
$1M 0.04%
25,564
-2,349
427
$998K 0.04%
37,914
-8,244
428
$998K 0.04%
50,526
+3,022
429
$997K 0.04%
12,944
+10,265
430
$997K 0.04%
47,703
+7,233
431
$994K 0.04%
8,472
-427
432
$982K 0.04%
117,794
-3,120
433
$982K 0.04%
12,802
+888
434
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11,466
+2,437
435
$978K 0.04%
24,176
-39,551
436
$977K 0.04%
1,246
-945
437
$968K 0.04%
11,494
-1,797
438
$965K 0.04%
1,786
+1,783
439
$964K 0.04%
19,171
-2,222
440
$963K 0.04%
19,927
+5,550
441
$962K 0.04%
38,210
-9,871
442
$961K 0.04%
11,505
-1,850
443
$959K 0.04%
4,458
+381
444
$957K 0.04%
21,082
-8,345
445
$946K 0.04%
6,433
+949
446
$945K 0.04%
7,624
+7,543
447
$945K 0.04%
62,466
-25,218
448
$943K 0.04%
4,841
+3,690
449
$941K 0.04%
15,449
+782
450
$939K 0.04%
23,434
+522
16 17
18
19 20