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 Short 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
51
$9.57M 0.4%
172,917
+42,457
52
$9.27M 0.39%
63,703
-30,356
53
$9.16M 0.38%
85,432
-8,325
54
$8.54M 0.36%
21,703
+2,088
55
$8.43M 0.35%
138,206
-71,588
56
$8.36M 0.35%
52,718
-152
57
$8.35M 0.35%
269,480
+16,811
58
$8.22M 0.34%
163,802
+23,658
59
$8.19M 0.34%
178,091
-70,335
60
$7.95M 0.33%
359,578
-2,666
61
$7.89M 0.33%
28,931
-2,476
62
$7.89M 0.33%
150,870
-27,700
63
$7.89M 0.33%
79,600
+2,408
64
$7.82M 0.33%
169,255
+26,371
65
$7.66M 0.32%
50,479
-2,354
66
$7.63M 0.32%
442,812
-29,130
67
$7.35M 0.31%
77,063
+47,697
68
$7.29M 0.3%
15,166
+1,680
69
$7.15M 0.3%
123,804
+9,760
70
$7.08M 0.3%
167,370
+28,080
71
$7.06M 0.3%
20,540
+16,375
72
$6.88M 0.29%
12,779
+6
73
$6.87M 0.29%
41,480
-22,689
74
$6.84M 0.29%
194,805
-78,236
75
$6.68M 0.28%
42,429
+8,531
1 2
3
4 5