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
1201
$130K 0.01%
3,156
1202
$130K 0.01%
12,557
+1,003
1203
$130K 0.01%
3,632
+953
1204
$130K 0.01%
3,270
-186
1205
$130K 0.01%
2,025
+455
1206
$129K 0.01%
1,592
-467
1207
$129K 0.01%
6,011
-3,096
1208
$128K 0.01%
2,816
-5,070
1209
$128K 0.01%
4,399
+2,795
1210
$128K 0.01%
1,120
+1,114
1211
$128K 0.01%
717
1212
$128K 0.01%
2,557
-201
1213
$128K 0.01%
372,189
1214
$127K 0.01%
648
+57
1215
$127K 0.01%
2,045
-362
1216
$127K 0.01%
92
-9
1217
$127K 0.01%
2,418
-427
1218
$127K 0.01%
723
+63
1219
$127K 0.01%
522
-62
1220
$126K 0.01%
3,127
+123
1221
$124K 0.01%
+1,940
1222
$124K 0.01%
6,483
-1,535
1223
$124K 0.01%
742
-28
1224
$123K 0.01%
2,089
-68
1225
$123K 0.01%
1,105
+251
47 48
49
50 51