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
751
$380K 0.02%
2,041
+1,964
752
$379K 0.02%
3,092
-517
753
$379K 0.02%
9,626
+61
754
$379K 0.02%
3,964
+1,363
755
$378K 0.02%
1,890
-134
756
$378K 0.02%
43,475
-12,518
757
$378K 0.02%
3,273
+81
758
$377K 0.02%
3,400
+31
759
$376K 0.02%
29,946
-2,069
760
$375K 0.02%
4,633
-252
761
$373K 0.02%
9,314
-302
762
$372K 0.02%
4,930
-54
763
$372K 0.02%
4,156
+65
764
$369K 0.02%
5,485
-14
765
$369K 0.02%
12,450
+4,015
766
$369K 0.02%
10,100
-1,927
767
$365K 0.02%
1,577
+189
768
$363K 0.02%
7,460
-42
769
$363K 0.02%
2,731
+50
770
$363K 0.02%
13,259
+368
771
$363K 0.02%
14,290
-7,408
772
$362K 0.02%
6,390
-189
773
$362K 0.02%
3,999
-146
774
$360K 0.02%
8,596
-3,277
775
$357K 0.01%
13,376
+3,125
29 30
31
32 33