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 Short 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
26
$16.6M 0.69%
169,338
-193,056
27
$14.8M 0.62%
492,244
+475,842
28
$14.8M 0.62%
123,812
-20,951
29
$14.7M 0.62%
290,852
+43,016
30
$14.5M 0.61%
51,187
-2,298
31
$14.5M 0.6%
69,886
-848
32
$14.3M 0.6%
95,590
-7,773
33
$13.6M 0.57%
522,885
-8,016
34
$13.3M 0.56%
277,724
-77,953
35
$13.1M 0.55%
32,275
+142
36
$12.9M 0.54%
58,752
-4,046
37
$12.5M 0.52%
123,844
-8,435
38
$12.2M 0.51%
303,973
+5,043
39
$11.5M 0.48%
351,057
+442
40
$11.4M 0.48%
142,800
+20,720
41
$11.3M 0.47%
466,005
-195,795
42
$11.2M 0.47%
221,736
-46,358
43
$11.1M 0.46%
466,006
-29,786
44
$10.9M 0.45%
623,031
-35,214
45
$10.8M 0.45%
66,770
+3,470
46
$10.7M 0.45%
131,451
-18,873
47
$10.7M 0.45%
56,943
+43,854
48
$10.1M 0.42%
160,857
+2,556
49
$9.98M 0.42%
94,081
-6,530
50
$9.97M 0.42%
225,776
-399,549
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