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
851
$289K 0.01%
1,393
-546
852
$288K 0.01%
12,646
-1,126
853
$286K 0.01%
8,412
-139
854
$286K 0.01%
886
-1,788
855
$285K 0.01%
12,461
-200
856
$284K 0.01%
14,595
+266
857
$284K 0.01%
4,463
-219
858
$283K 0.01%
+23,507
859
$282K 0.01%
+4,687
860
$282K 0.01%
1,844
+8
861
$282K 0.01%
19,066
+98
862
$281K 0.01%
14,470
-11,486
863
$281K 0.01%
2,966
+557
864
$279K 0.01%
3,666
+2
865
$278K 0.01%
5,800
+1,896
866
$278K 0.01%
12,267
+1,799
867
$275K 0.01%
4,745
+1,250
868
$275K 0.01%
796
869
$274K 0.01%
11,080
+7,598
870
$274K 0.01%
8,109
-5,124
871
$274K 0.01%
+3,488
872
$274K 0.01%
6,702
-1,627
873
$273K 0.01%
3,814
+1,200
874
$273K 0.01%
3,905
-2,767
875
$273K 0.01%
5,813
-969
33 34
35
36 37