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
801
$334K 0.01%
12,373
-13,811
802
$334K 0.01%
2,294
+26
803
$333K 0.01%
13,242
+12,935
804
$332K 0.01%
7,490
-1,270
805
$331K 0.01%
4,078
-3,378
806
$331K 0.01%
3,502
-2,151
807
$328K 0.01%
10,683
+1,581
808
$328K 0.01%
9,099
809
$328K 0.01%
13,452
-2,640
810
$327K 0.01%
3,927
-60
811
$326K 0.01%
5,034
812
$323K 0.01%
5,760
+210
813
$322K 0.01%
5,160
-2,644
814
$320K 0.01%
8,635
-3,196
815
$320K 0.01%
10,989
-16,888
816
$319K 0.01%
10,382
+335
817
$319K 0.01%
3,321
+185
818
$319K 0.01%
4,893
+225
819
$318K 0.01%
4,888
-213
820
$318K 0.01%
15,100
-8,136
821
$317K 0.01%
17,668
+17,148
822
$316K 0.01%
9,942
823
$316K 0.01%
6,923
-17
824
$316K 0.01%
30,969
-5,373
825
$315K 0.01%
1,080
+641
31 32
33
34 35