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
901
$258K 0.01%
4,541
-368
902
$258K 0.01%
20,227
903
$257K 0.01%
6,205
-992
904
$257K 0.01%
3,420
+12
905
$257K 0.01%
5,900
-1,300
906
$256K 0.01%
10,864
+210
907
$256K 0.01%
787
-5
908
$256K 0.01%
10,194
-7,062
909
$256K 0.01%
3,604
+50
910
$255K 0.01%
11,529
+1,828
911
$254K 0.01%
5,334
-103
912
$252K 0.01%
4,998
-434
913
$249K 0.01%
1,803
+1,485
914
$249K 0.01%
5,218
+2,212
915
$248K 0.01%
2,523
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916
$248K 0.01%
3,986
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917
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3,009
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918
$247K 0.01%
2,426
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919
$246K 0.01%
3,576
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920
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2,245
-120
921
$245K 0.01%
5,209
-1,210
922
$245K 0.01%
762
+4
923
$244K 0.01%
958
-535
924
$244K 0.01%
5,255
+49
925
$244K 0.01%
625
-8
35 36
37
38 39