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
1176
$142K 0.01%
6,519
-1,475
1177
$141K 0.01%
2,413
-110
1178
$140K 0.01%
1,646
-818
1179
$140K 0.01%
1,246
-2
1180
$139K 0.01%
1,855
+153
1181
$138K 0.01%
4,920
-674
1182
$138K 0.01%
3,434
-37
1183
$138K 0.01%
1,421
-232
1184
$138K 0.01%
8,485
+3,558
1185
$138K 0.01%
1,399
-2,098
1186
$138K 0.01%
3,322
+1
1187
$138K 0.01%
1,644
-460
1188
$137K 0.01%
2,208
+440
1189
$136K 0.01%
3,274
1190
$136K 0.01%
808
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1191
$135K 0.01%
3,215
1192
$134K 0.01%
7,079
-855
1193
$134K 0.01%
1,575
-11
1194
$132K 0.01%
589
-15
1195
$132K 0.01%
1,274
+939
1196
$132K 0.01%
1,235
-970
1197
$131K 0.01%
1,969
-2,807
1198
$131K 0.01%
4,082
-20,840
1199
$131K 0.01%
1,796
-639
1200
$131K 0.01%
6,441
+247
46 47
48
49 50