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
1301
$104K ﹤0.01%
3,428
-3,622
1302
$104K ﹤0.01%
843
-227
1303
$104K ﹤0.01%
5,810
-775
1304
$103K ﹤0.01%
2,960
-1,222
1305
$103K ﹤0.01%
5,500
-72
1306
$103K ﹤0.01%
2,884
-88
1307
$102K ﹤0.01%
4,662
-478
1308
$102K ﹤0.01%
5,548
+1,161
1309
$102K ﹤0.01%
2,314
-1,329
1310
$102K ﹤0.01%
291
-159
1311
$102K ﹤0.01%
2,488
-27
1312
$101K ﹤0.01%
1,353
-50
1313
$101K ﹤0.01%
3,102
1314
$101K ﹤0.01%
4,478
+2,239
1315
$101K ﹤0.01%
1,476
-22
1316
$100K ﹤0.01%
2,453
-4,037
1317
$99.9K ﹤0.01%
1,287
+22
1318
$99.7K ﹤0.01%
1,928
-424
1319
$99.5K ﹤0.01%
1,004
-40
1320
$99.4K ﹤0.01%
2,212
-14,316
1321
$99K ﹤0.01%
50,000
-75
1322
$97.7K ﹤0.01%
2,979
-1,172
1323
$97.7K ﹤0.01%
1,167
+25
1324
$97.5K ﹤0.01%
5,229
+339
1325
$97K ﹤0.01%
7,879
-612
51 52
53
54 55