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
1001
$208K 0.01%
4,488
-1,890
1002
$208K 0.01%
1,980
+472
1003
$208K 0.01%
2,346
+285
1004
$208K 0.01%
565
+4
1005
$207K 0.01%
7,245
-2,000
1006
$207K 0.01%
6,144
-13,106
1007
$207K 0.01%
922
+2
1008
$207K 0.01%
8,320
-145
1009
$207K 0.01%
2,301
+31
1010
$207K 0.01%
6,221
-2,647
1011
$205K 0.01%
2,507
+237
1012
$205K 0.01%
579
-9
1013
$205K 0.01%
5,302
+1,775
1014
$204K 0.01%
1,454
-517
1015
$204K 0.01%
8,986
-7,647
1016
$204K 0.01%
5,723
-1,267
1017
$203K 0.01%
9,075
+15
1018
$202K 0.01%
5,373
-1,258
1019
$202K 0.01%
2,023
+270
1020
$202K 0.01%
4,012
+1,389
1021
$201K 0.01%
10,987
+2
1022
$200K 0.01%
5,296
-1,892
1023
$199K 0.01%
3,557
+204
1024
$199K 0.01%
7,916
-17,590
1025
$199K 0.01%
8,696
-220
39 40
41
42 43