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
876
$271K 0.01%
8,336
-230
877
$271K 0.01%
1,628
+38
878
$271K 0.01%
6,760
-3,260
879
$270K 0.01%
1,081
+18
880
$269K 0.01%
2,174
-130
881
$269K 0.01%
26,346
-9,565
882
$268K 0.01%
8,054
883
$268K 0.01%
891
-16
884
$266K 0.01%
21,160
885
$265K 0.01%
7,590
+2,460
886
$265K 0.01%
7,911
-1,443
887
$264K 0.01%
6,242
+165
888
$264K 0.01%
119,917
+227
889
$263K 0.01%
3,133
-367
890
$263K 0.01%
10,965
+1,667
891
$262K 0.01%
20,411
892
$262K 0.01%
1,151
+296
893
$261K 0.01%
1,045
+18
894
$261K 0.01%
1,641
+12
895
$260K 0.01%
6,464
-2,384
896
$260K 0.01%
3,469
+254
897
$259K 0.01%
5,070
-97
898
$258K 0.01%
2,011
+957
899
$258K 0.01%
4,170
+1,648
900
$258K 0.01%
11,379
-627
34 35
36
37 38