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
551
$664K 0.03%
16,422
+3,677
552
$662K 0.03%
6,170
-4,899
553
$661K 0.03%
17,765
-247
554
$657K 0.03%
12,075
-883
555
$657K 0.03%
25,060
+8,033
556
$655K 0.03%
16,764
+947
557
$654K 0.03%
1,880
+13
558
$652K 0.03%
1,854
+289
559
$651K 0.03%
11,151
+4,784
560
$651K 0.03%
+6,673
561
$651K 0.03%
6,554
+311
562
$650K 0.03%
31,960
563
$646K 0.03%
1,444
-583
564
$639K 0.03%
1,925
-137
565
$638K 0.03%
23,997
-3,323
566
$638K 0.03%
28,023
+7,681
567
$635K 0.03%
8,156
-683
568
$635K 0.03%
22,379
-309
569
$635K 0.03%
19,409
-9,857
570
$634K 0.03%
+10,908
571
$630K 0.03%
1,474
+45
572
$629K 0.03%
16,552
+1,172
573
$628K 0.03%
4,460
-580
574
$627K 0.03%
2,234
-300
575
$627K 0.03%
23,060
+6,825
21 22
23
24 25