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
1051
$188K 0.01%
12,658
+99
1052
$187K 0.01%
2,828
-457
1053
$187K 0.01%
6,756
-100
1054
$187K 0.01%
10,500
1055
$186K 0.01%
2,226
-29
1056
$185K 0.01%
2,842
+208
1057
$183K 0.01%
2,437
-22
1058
$182K 0.01%
9,947
-10
1059
$182K 0.01%
4,086
-230
1060
$182K 0.01%
9,000
1061
$181K 0.01%
2,222
+1,942
1062
$181K 0.01%
3,937
-412
1063
$181K 0.01%
8,659
-9,045
1064
$181K 0.01%
3,110
-507
1065
$181K 0.01%
9,258
-104
1066
$181K 0.01%
1,517
-6
1067
$180K 0.01%
4,946
1068
$180K 0.01%
2,020
+218
1069
$180K 0.01%
5,293
+933
1070
$180K 0.01%
797
+107
1071
$179K 0.01%
4,519
-75,787
1072
$178K 0.01%
9,930
-327
1073
$178K 0.01%
3,474
1074
$178K 0.01%
8,516
-28
1075
$178K 0.01%
3,981
+2,006
41 42
43
44 45