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
576
$626K 0.03%
28,670
+7,981
577
$624K 0.03%
2,843
-1,627
578
$624K 0.03%
8,167
-356
579
$623K 0.03%
34,411
580
$619K 0.03%
19,190
581
$618K 0.03%
17,816
-220
582
$616K 0.03%
5,065
-542
583
$614K 0.03%
8,280
+228
584
$613K 0.03%
16,335
-7,003
585
$613K 0.03%
19,509
-607
586
$612K 0.03%
11,366
+5,222
587
$610K 0.03%
40,915
+1,331
588
$609K 0.03%
6,038
-1,664
589
$606K 0.03%
17,515
-3,413
590
$606K 0.03%
9,074
+1,107
591
$604K 0.03%
3,681
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592
$602K 0.03%
17,601
+570
593
$598K 0.03%
4,816
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594
$596K 0.02%
8,324
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595
$589K 0.02%
8,226
-2,445
596
$588K 0.02%
4,677
-5,700
597
$588K 0.02%
6,658
-9,789
598
$587K 0.02%
2,038
+1,375
599
$586K 0.02%
4,112
+2,129
600
$585K 0.02%
499
-245
22 23
24
25 26