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
451
$937K 0.04%
3,071
+1,206
452
$927K 0.04%
27,325
-9,562
453
$926K 0.04%
82,185
+2,135
454
$917K 0.04%
8,108
-561
455
$915K 0.04%
18,405
+3,588
456
$908K 0.04%
26,390
-460
457
$898K 0.04%
5,092
+3,895
458
$898K 0.04%
22,692
-377
459
$894K 0.04%
35,081
+13,104
460
$889K 0.04%
35,454
-8,048
461
$887K 0.04%
5,479
+5,277
462
$887K 0.04%
6,752
+4,856
463
$887K 0.04%
5,618
-418
464
$884K 0.04%
7,600
+3,011
465
$884K 0.04%
5,077
-233
466
$883K 0.04%
9,277
-713
467
$878K 0.04%
19,674
-24,012
468
$867K 0.04%
30,627
-1,607
469
$867K 0.04%
17,558
+14,621
470
$864K 0.04%
20,003
-1,206
471
$863K 0.04%
44,820
+3,789
472
$862K 0.04%
11,180
-1,617
473
$858K 0.04%
29,812
-1,523
474
$858K 0.04%
18,441
-16,476
475
$856K 0.04%
6,744
-1,825
17 18
19
20 21