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
1026
$199K 0.01%
9,882
+1,174
1027
$198K 0.01%
1,470
+761
1028
$198K 0.01%
1,899
+1,416
1029
$198K 0.01%
1,140
+234
1030
$198K 0.01%
2,129
1031
$198K 0.01%
6,630
-4,460
1032
$197K 0.01%
41,550
+9,420
1033
$197K 0.01%
4,469
-4,071
1034
$196K 0.01%
2,899
+1,318
1035
$196K 0.01%
1,260
+58
1036
$193K 0.01%
4,548
-866
1037
$193K 0.01%
2,789
+892
1038
$192K 0.01%
7,336
-1,266
1039
$192K 0.01%
1,807
1040
$192K 0.01%
2,755
+110
1041
$192K 0.01%
7,601
+2
1042
$191K 0.01%
843
-4
1043
$191K 0.01%
5,796
+310
1044
$191K 0.01%
2,270
-1
1045
$190K 0.01%
1,140
-28
1046
$190K 0.01%
929
1047
$189K 0.01%
2,189
-35
1048
$189K 0.01%
6,027
+436
1049
$188K 0.01%
4,783
-202
1050
$188K 0.01%
9,182
+1,973
40 41
42
43 44