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
651
$504K 0.02%
14,710
-500
652
$504K 0.02%
3,528
-4,606
653
$503K 0.02%
6,156
-184
654
$501K 0.02%
17,050
-4,020
655
$501K 0.02%
1,756
+469
656
$501K 0.02%
10,192
-5,188
657
$499K 0.02%
9,716
+6,301
658
$498K 0.02%
1,196
-74
659
$497K 0.02%
20,140
-73
660
$495K 0.02%
930
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661
$494K 0.02%
7,998
-22,816
662
$494K 0.02%
8,615
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663
$493K 0.02%
13,052
-608
664
$492K 0.02%
9,376
+177
665
$491K 0.02%
5,929
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666
$487K 0.02%
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$487K 0.02%
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668
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21,931
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$481K 0.02%
25,288
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670
$480K 0.02%
19,034
+290
671
$478K 0.02%
15,327
-4,373
672
$477K 0.02%
21,423
+5,104
673
$476K 0.02%
29,899
-1,412
674
$475K 0.02%
5,280
+5,115
675
$473K 0.02%
9,477
-379
25 26
27
28 29