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 Short 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
101
$4.91M 0.21%
131,920
-5,546
102
$4.76M 0.2%
97,200
+627
103
$4.73M 0.2%
11,827
+392
104
$4.66M 0.19%
46,017
-3,742
105
$4.61M 0.19%
60,990
-3,224
106
$4.61M 0.19%
61,381
-7,950
107
$4.59M 0.19%
49,372
-540
108
$4.57M 0.19%
46,619
+2,464
109
$4.54M 0.19%
31,422
-21,245
110
$4.52M 0.19%
60,898
-6,171
111
$4.49M 0.19%
51,869
-7,602
112
$4.48M 0.19%
138,799
+3,233
113
$4.4M 0.18%
121,202
114
$4.4M 0.18%
157,252
-25,741
115
$4.35M 0.18%
92,362
-85,487
116
$4.29M 0.18%
174,314
+12,828
117
$4.18M 0.17%
91,846
-254
118
$4.17M 0.17%
51,435
-10,622
119
$4.11M 0.17%
30,494
+807
120
$4.07M 0.17%
99,958
-10,332
121
$4.05M 0.17%
60,063
-6,070
122
$4.05M 0.17%
19,172
-4,864
123
$3.98M 0.17%
13,870
-1,921
124
$3.91M 0.16%
78,693
-10,850
125
$3.9M 0.16%
51,555
+12,796
3 4
5
6 7