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
776
$357K 0.01%
3,807
+3,667
777
$357K 0.01%
12,784
+1,300
778
$355K 0.01%
3,765
+3,352
779
$353K 0.01%
15,382
-472
780
$352K 0.01%
15,278
-241
781
$351K 0.01%
1,065
-149
782
$350K 0.01%
4,802
+749
783
$350K 0.01%
4,012
-14
784
$349K 0.01%
915
+660
785
$349K 0.01%
14,000
+11,800
786
$349K 0.01%
1,854
-4,142
787
$348K 0.01%
12,761
+1,200
788
$347K 0.01%
2,755
-1,863
789
$346K 0.01%
5,755
+338
790
$345K 0.01%
15,088
+12,071
791
$342K 0.01%
5,692
-989
792
$342K 0.01%
2,564
793
$341K 0.01%
5,807
-8
794
$341K 0.01%
3,063
+523
795
$341K 0.01%
2,964
+403
796
$340K 0.01%
2,310
+616
797
$339K 0.01%
10,263
+2,028
798
$339K 0.01%
419
+28
799
$338K 0.01%
4,728
-481
800
$338K 0.01%
3,830
-1,777
30 31
32
33 34