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
1076
$177K 0.01%
2,130
+130
1077
$177K 0.01%
2,288
-800
1078
$177K 0.01%
1,944
-41
1079
$177K 0.01%
1,150
-11
1080
$177K 0.01%
813
-664
1081
$177K 0.01%
5,516
1082
$177K 0.01%
814
-13
1083
$176K 0.01%
4,571
-758
1084
$176K 0.01%
2,211
-3,062
1085
$176K 0.01%
911
-235
1086
$176K 0.01%
3,544
+509
1087
$175K 0.01%
5,505
+199
1088
$175K 0.01%
3,511
+56
1089
$174K 0.01%
5,616
-1,530
1090
$173K 0.01%
150
1091
$173K 0.01%
38,004
-3,178
1092
$172K 0.01%
667
1093
$172K 0.01%
1,508
-1,207
1094
$171K 0.01%
5,931
+4,144
1095
$171K 0.01%
5,195
1096
$171K 0.01%
3,097
-195
1097
$171K 0.01%
+3,533
1098
$171K 0.01%
4,737
-1,463
1099
$170K 0.01%
1,746
-961
1100
$170K 0.01%
6,472
+5,663
42 43
44
45 46