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
1251
$116K ﹤0.01%
880
+33
1252
$116K ﹤0.01%
3,533
1253
$116K ﹤0.01%
339
+320
1254
$115K ﹤0.01%
4,188
+1,012
1255
$115K ﹤0.01%
5,377
-170
1256
$115K ﹤0.01%
1,200
1257
$115K ﹤0.01%
10,375
-11,715
1258
$115K ﹤0.01%
965
-261
1259
$115K ﹤0.01%
1,019
-224
1260
$114K ﹤0.01%
2,433
+1,188
1261
$114K ﹤0.01%
5,119
+24
1262
$114K ﹤0.01%
3,587
-149
1263
$113K ﹤0.01%
3,812
-735
1264
$112K ﹤0.01%
522
-3
1265
$112K ﹤0.01%
3,341
-5,283
1266
$112K ﹤0.01%
1,686
+869
1267
$112K ﹤0.01%
+3,882
1268
$112K ﹤0.01%
3,975
-14
1269
$111K ﹤0.01%
2,001
-50
1270
$111K ﹤0.01%
4,000
1271
$111K ﹤0.01%
4,750
-33
1272
$111K ﹤0.01%
13,443
-9,800
1273
$111K ﹤0.01%
1,267
-228
1274
$110K ﹤0.01%
3,400
+1,969
1275
$110K ﹤0.01%
1,660
+447
49 50
51
52 53