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
976
$216K 0.01%
1,350
977
$216K 0.01%
3,462
-1,554
978
$215K 0.01%
459
-59
979
$215K 0.01%
2,038
+28
980
$215K 0.01%
3,750
-36
981
$215K 0.01%
15,522
-1,598
982
$215K 0.01%
1,116
+30
983
$214K 0.01%
20,662
+1,537
984
$214K 0.01%
181
-270
985
$214K 0.01%
2,119
-987
986
$214K 0.01%
3,791
+1,800
987
$212K 0.01%
3,676
+1,644
988
$212K 0.01%
4,974
+11
989
$212K 0.01%
2,937
+92
990
$211K 0.01%
7,995
991
$211K 0.01%
5,411
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992
$211K 0.01%
777
-246
993
$211K 0.01%
3,894
+1,585
994
$210K 0.01%
19,496
-1,907
995
$210K 0.01%
1,498
+24
996
$210K 0.01%
1,936
-198
997
$209K 0.01%
161
-10
998
$209K 0.01%
2,414
+48
999
$209K 0.01%
3,378
-725
1000
$209K 0.01%
9,259
+120
38 39
40
41 42