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
626
$536K 0.02%
19,754
+516
627
$536K 0.02%
24,557
+74
628
$532K 0.02%
5,640
-7,023
629
$531K 0.02%
10,347
-554
630
$527K 0.02%
3,663
+2,133
631
$527K 0.02%
4,702
-16
632
$522K 0.02%
6,885
+981
633
$522K 0.02%
12,623
-3,472
634
$521K 0.02%
6,822
-2,080
635
$520K 0.02%
1,520
-7,223
636
$519K 0.02%
7,904
+8
637
$518K 0.02%
18,191
-2,954
638
$518K 0.02%
11,365
+3,852
639
$517K 0.02%
24,004
-151,735
640
$516K 0.02%
3,015
+237
641
$516K 0.02%
21,258
-4,531
642
$514K 0.02%
17,208
-478
643
$512K 0.02%
14,444
644
$510K 0.02%
4,156
+350
645
$508K 0.02%
3,335
-143
646
$508K 0.02%
23,977
+444
647
$507K 0.02%
48,394
-10,000
648
$506K 0.02%
9,965
-362,530
649
$506K 0.02%
5,530
+80
650
$505K 0.02%
4,565
+719
24 25
26
27 28