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
701
$437K 0.02%
12,406
+4,086
702
$437K 0.02%
3,151
+1,280
703
$437K 0.02%
6,537
+48
704
$431K 0.02%
4,954
+701
705
$429K 0.02%
8,118
-573
706
$425K 0.02%
5,252
-46
707
$424K 0.02%
18,600
-4,162
708
$424K 0.02%
2,308
+71
709
$423K 0.02%
5,814
-11,280
710
$419K 0.02%
14,420
+2,414
711
$419K 0.02%
9,716
+1,783
712
$418K 0.02%
6,473
+2,329
713
$417K 0.02%
10,427
-408
714
$417K 0.02%
4,539
-408
715
$417K 0.02%
2,889
-4,993
716
$415K 0.02%
7,859
-165
717
$414K 0.02%
2,803
-17
718
$413K 0.02%
1,819
+211
719
$412K 0.02%
3,970
+1,928
720
$412K 0.02%
12,548
-2,122
721
$411K 0.02%
19,430
-21,414
722
$411K 0.02%
16,661
+2,134
723
$410K 0.02%
13,523
-404
724
$410K 0.02%
28,143
-3,221
725
$410K 0.02%
9,823
+7,801
27 28
29
30 31