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
526
$740K 0.03%
29,827
-7,770
527
$728K 0.03%
18,324
+2,496
528
$725K 0.03%
3,544
+3,182
529
$723K 0.03%
22,826
+3,706
530
$721K 0.03%
19,907
-2,651
531
$718K 0.03%
6,417
+1,278
532
$713K 0.03%
11,461
+178
533
$707K 0.03%
12,504
-564
534
$707K 0.03%
7,815
+377
535
$702K 0.03%
5,498
+1,690
536
$702K 0.03%
6,526
-6,421
537
$700K 0.03%
7,297
-1,083
538
$695K 0.03%
36,239
+8
539
$694K 0.03%
20,843
-8,459
540
$691K 0.03%
40,997
+2,754
541
$691K 0.03%
34,714
-1,590
542
$687K 0.03%
26,743
543
$687K 0.03%
11,954
+9,429
544
$685K 0.03%
25,451
+15,297
545
$685K 0.03%
15,483
+15,478
546
$681K 0.03%
7,138
+10
547
$680K 0.03%
12,579
-8,885
548
$680K 0.03%
5,937
+572
549
$676K 0.03%
53,422
-70,059
550
$664K 0.03%
38,158
+36,773
20 21
22
23 24