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
476
$854K 0.04%
15,164
+15,046
477
$852K 0.04%
13,574
-29,125
478
$850K 0.04%
14,966
+1,364
479
$843K 0.04%
18,047
-26
480
$843K 0.04%
14,330
+1,128
481
$842K 0.04%
13,641
-6,248
482
$839K 0.04%
19,489
-151
483
$830K 0.03%
6,360
-77
484
$827K 0.03%
8,586
+142
485
$824K 0.03%
31,324
-10,661
486
$823K 0.03%
26,443
+18,972
487
$817K 0.03%
22,902
-3,751
488
$816K 0.03%
9,036
+504
489
$814K 0.03%
23,582
-16,154
490
$812K 0.03%
26,549
+27
491
$811K 0.03%
+15,681
492
$810K 0.03%
7,371
+52
493
$805K 0.03%
9,156
-294
494
$804K 0.03%
2,644
+123
495
$802K 0.03%
24,583
+221
496
$800K 0.03%
23,914
497
$799K 0.03%
34,832
-83,408
498
$798K 0.03%
15,409
-2,840
499
$793K 0.03%
11,477
-6,670
500
$793K 0.03%
10,322
-260
18 19
20
21 22