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
601
$582K 0.02%
7,764
-2,637
602
$582K 0.02%
23,538
+2,888
603
$579K 0.02%
+112,472
604
$578K 0.02%
12,132
-473
605
$577K 0.02%
1,297
-124
606
$571K 0.02%
787
+50
607
$571K 0.02%
5,239
+2,000
608
$569K 0.02%
6,493
-246
609
$566K 0.02%
12,495
+1,091
610
$566K 0.02%
30,114
-3,704
611
$563K 0.02%
16,734
-846
612
$557K 0.02%
5,373
-902
613
$557K 0.02%
21,734
+811
614
$557K 0.02%
15,881
-2,878
615
$554K 0.02%
195,044
+194,044
616
$553K 0.02%
22,719
-28,016
617
$552K 0.02%
28,328
+276
618
$552K 0.02%
221
+67
619
$551K 0.02%
9,332
+5,069
620
$549K 0.02%
7,106
+3,613
621
$548K 0.02%
29,214
+1,967
622
$540K 0.02%
8,251
+8,205
623
$539K 0.02%
7,005
+149
624
$539K 0.02%
2,914
-245
625
$537K 0.02%
22,097
-1,263
23 24
25
26 27