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
1101
$170K 0.01%
4,845
+2
1102
$170K 0.01%
4,986
+479
1103
$170K 0.01%
14,471
-397
1104
$169K 0.01%
1,643
-335
1105
$169K 0.01%
1,795
-62
1106
$169K 0.01%
446
-333
1107
$169K 0.01%
14,548
+4,070
1108
$169K 0.01%
6,176
-111,895
1109
$168K 0.01%
10,016
-347
1110
$168K 0.01%
2,010
+62
1111
$167K 0.01%
8,072
+812
1112
$167K 0.01%
8,303
+939
1113
$166K 0.01%
2,632
1114
$166K 0.01%
6,281
+4,985
1115
$166K 0.01%
4,824
-2,106
1116
$166K 0.01%
5,400
+705
1117
$166K 0.01%
7,958
+59
1118
$165K 0.01%
7,170
-401
1119
$165K 0.01%
629
+625
1120
$164K 0.01%
398
+11
1121
$163K 0.01%
9,530
+1,131
1122
$163K 0.01%
3,986
+31
1123
$163K 0.01%
434
-65
1124
$163K 0.01%
5,886
-101
1125
$163K 0.01%
4,388
43 44
45
46 47