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
1126
$162K 0.01%
3,300
1127
$161K 0.01%
+473
1128
$161K 0.01%
3,126
+489
1129
$160K 0.01%
5,979
-57
1130
$160K 0.01%
708
-108
1131
$158K 0.01%
2,541
1132
$158K 0.01%
6,814
-728
1133
$157K 0.01%
4,187
-1,007
1134
$157K 0.01%
3,448
+822
1135
$156K 0.01%
3,561
-5
1136
$156K 0.01%
23,187
-2,073
1137
$156K 0.01%
10,613
-927
1138
$155K 0.01%
806
+137
1139
$155K 0.01%
7,788
+740
1140
$154K 0.01%
4,908
+3,908
1141
$154K 0.01%
1,478
-1,475
1142
$154K 0.01%
2,603
-598
1143
$153K 0.01%
4,081
-1,464
1144
$152K 0.01%
1,817
-54
1145
$152K 0.01%
4,451
-701
1146
$152K 0.01%
1,037
+391
1147
$152K 0.01%
3,060
+2,831
1148
$151K 0.01%
5,100
-5,663
1149
$150K 0.01%
509
-291
1150
$150K 0.01%
3,845
-3,176
44 45
46
47 48