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
1326
$96.8K ﹤0.01%
2,561
+68
1327
$96.4K ﹤0.01%
286
-1
1328
$96K ﹤0.01%
866
+849
1329
$95.8K ﹤0.01%
289
+158
1330
$95.8K ﹤0.01%
2,388
+1,008
1331
$95.8K ﹤0.01%
73
+4
1332
$95.6K ﹤0.01%
1,310
-122
1333
$95.6K ﹤0.01%
2,733
-204
1334
$95.2K ﹤0.01%
5,208
-195
1335
$94.5K ﹤0.01%
497
-447
1336
$94K ﹤0.01%
4,863
1337
$94K ﹤0.01%
2,880
-377
1338
$93.6K ﹤0.01%
1,349
-1,485
1339
$93.2K ﹤0.01%
2,233
-43
1340
$92.5K ﹤0.01%
2,355
1341
$92K ﹤0.01%
841
+45
1342
$91.7K ﹤0.01%
3,456
+1,263
1343
$91.5K ﹤0.01%
5,389
+3,489
1344
$91K ﹤0.01%
+800
1345
$90.7K ﹤0.01%
1,570
-150
1346
$90.6K ﹤0.01%
2,347
-1,792
1347
$90.6K ﹤0.01%
918
1348
$90.3K ﹤0.01%
1,676
+108
1349
$90K ﹤0.01%
9,721
+77
1350
$89.8K ﹤0.01%
3,395
+187
52 53
54
55 56