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 Short 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
76
$6.4M 0.27%
66,228
+9,364
77
$6.37M 0.27%
187,294
-12,007
78
$6.33M 0.26%
45,453
-95
79
$6.3M 0.26%
46,731
+117
80
$6.29M 0.26%
35,280
+161
81
$6.18M 0.26%
102,581
+5,481
82
$6.13M 0.26%
141,888
-85,285
83
$6.03M 0.25%
104,635
-69,694
84
$5.99M 0.25%
60,080
-21,132
85
$5.87M 0.25%
35,491
-11,324
86
$5.71M 0.24%
18,395
-941
87
$5.63M 0.24%
443,152
-35,068
88
$5.54M 0.23%
45,814
-7,255
89
$5.53M 0.23%
165,332
90
$5.5M 0.23%
225,781
-32,239
91
$5.47M 0.23%
38,466
-1,364
92
$5.29M 0.22%
112,676
-8,126
93
$5.24M 0.22%
17,570
+386
94
$5.13M 0.21%
10,500
-4,695
95
$5.13M 0.21%
9,835
-4,907
96
$5.03M 0.21%
24,262
-5,838
97
$4.96M 0.21%
52,870
+14,024
98
$4.96M 0.21%
44,866
-67,191
99
$4.94M 0.21%
194,244
+122,100
100
$4.92M 0.21%
224,672
-29,946
2 3
4
5 6