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
951
$235K 0.01%
10,948
-2,229
952
$233K 0.01%
4,458
+290
953
$231K 0.01%
5,531
+254
954
$231K 0.01%
4,052
+23
955
$230K 0.01%
4,444
+1,378
956
$230K 0.01%
457
-204
957
$229K 0.01%
1,627
+1,573
958
$228K 0.01%
5,009
-1,029
959
$228K 0.01%
13,344
960
$227K 0.01%
5,306
+559
961
$227K 0.01%
1,105
-236
962
$224K 0.01%
8,312
-516
963
$224K 0.01%
5,450
-2,521
964
$223K 0.01%
5,922
+225
965
$223K 0.01%
3,353
+260
966
$222K 0.01%
7,000
-1,000
967
$221K 0.01%
7,923
-14,459
968
$221K 0.01%
3,246
+27
969
$221K 0.01%
7,488
-636
970
$220K 0.01%
10,625
+8,425
971
$219K 0.01%
3,371
972
$219K 0.01%
10,042
+362
973
$219K 0.01%
1,468
+67
974
$218K 0.01%
2,901
+1,003
975
$216K 0.01%
870
+4
37 38
39
40 41