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
1151
$150K 0.01%
2,724
-11,900
1152
$150K 0.01%
12,650
1153
$150K 0.01%
+6,212
1154
$150K 0.01%
4,228
-28
1155
$150K 0.01%
2,368
+4
1156
$149K 0.01%
6,895
-6,895
1157
$149K 0.01%
6,180
-2,188
1158
$148K 0.01%
4,292
-2,257
1159
$148K 0.01%
1,676
+19
1160
$148K 0.01%
8,205
+2,095
1161
$147K 0.01%
2,955
1162
$147K 0.01%
2,471
-243
1163
$147K 0.01%
4,449
-671
1164
$146K 0.01%
1,795
-1,359
1165
$145K 0.01%
307
+122
1166
$145K 0.01%
1,717
-707
1167
$145K 0.01%
2,372
+2,209
1168
$145K 0.01%
2,326
-3,015
1169
$145K 0.01%
1,670
-31
1170
$145K 0.01%
2,829
+142
1171
$144K 0.01%
7,120
+1,239
1172
$143K 0.01%
3,970
1173
$143K 0.01%
3,945
-350
1174
$142K 0.01%
1,185
-194
1175
$142K 0.01%
3,162
-5,552
45 46
47
48 49