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
501
$793K 0.03%
10,029
+3,714
502
$792K 0.03%
3,550
-1,369
503
$792K 0.03%
23,286
+2,121
504
$787K 0.03%
14,772
-7,300
505
$784K 0.03%
16,042
-7,669
506
$783K 0.03%
8,627
-2,932
507
$781K 0.03%
36,789
-4,906
508
$780K 0.03%
1,792
+1,388
509
$772K 0.03%
17,147
-1,147
510
$772K 0.03%
9,115
-1,368
511
$768K 0.03%
30,998
-2,573
512
$766K 0.03%
5,789
+1,273
513
$765K 0.03%
7,250
-132
514
$760K 0.03%
21,397
+13,634
515
$757K 0.03%
28,721
-9,468
516
$754K 0.03%
3,837
+644
517
$754K 0.03%
35,618
-4,786
518
$752K 0.03%
4,055
519
$750K 0.03%
32,169
+5,586
520
$749K 0.03%
4,414
-1,307
521
$747K 0.03%
13,176
+954
522
$745K 0.03%
6,149
+5,645
523
$744K 0.03%
16,258
+2,253
524
$740K 0.03%
+7,044
525
$740K 0.03%
5,150
+4,960
19 20
21
22 23