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
726
$408K 0.02%
10,489
-949
727
$405K 0.02%
3,680
-1
728
$404K 0.02%
5,447
+3,279
729
$402K 0.02%
4,225
-8,305
730
$402K 0.02%
13,000
731
$401K 0.02%
20,907
-15
732
$401K 0.02%
19,576
+3,720
733
$400K 0.02%
1,944
-7
734
$399K 0.02%
9,783
-108
735
$396K 0.02%
10,489
-2,808
736
$395K 0.02%
2,361
+382
737
$395K 0.02%
+6,910
738
$394K 0.02%
13,406
-8,871
739
$393K 0.02%
1,677
+10
740
$393K 0.02%
6,157
+1,560
741
$393K 0.02%
20,648
+5,097
742
$391K 0.02%
4,611
-207
743
$390K 0.02%
5,157
-921
744
$390K 0.02%
804
-154
745
$388K 0.02%
1,932
+304
746
$386K 0.02%
17,228
-2,250
747
$385K 0.02%
3,927
-1,083
748
$384K 0.02%
3,971
+3,098
749
$384K 0.02%
16,922
-1,525
750
$383K 0.02%
8,955
-525
28 29
30
31 32