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
676
$471K 0.02%
2,406
-383
677
$470K 0.02%
4,128
-6,079
678
$470K 0.02%
13,774
+181
679
$468K 0.02%
+9,036
680
$468K 0.02%
13,493
-296
681
$466K 0.02%
22,658
-3,681
682
$466K 0.02%
4,940
+858
683
$464K 0.02%
23,910
+231
684
$463K 0.02%
9,254
+2,178
685
$463K 0.02%
4,319
-1,707
686
$459K 0.02%
9,673
-3,116
687
$459K 0.02%
12,092
-7,957
688
$457K 0.02%
6,397
-230
689
$457K 0.02%
11,272
+1,088
690
$454K 0.02%
1,105
-127
691
$453K 0.02%
17,845
+13,900
692
$453K 0.02%
14,505
-6,711
693
$447K 0.02%
2,412
+705
694
$445K 0.02%
10,582
-1,255
695
$445K 0.02%
5,684
-14,577
696
$445K 0.02%
2,903
-1,799
697
$444K 0.02%
35,381
-409
698
$443K 0.02%
1,780
-1,367
699
$439K 0.02%
2,222
+211
700
$438K 0.02%
6,535
+617
26 27
28
29 30