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
1376
$86.3K ﹤0.01%
1,056
-310
1377
$86.3K ﹤0.01%
439
+7
1378
$86.2K ﹤0.01%
2,137
+20
1379
$86.2K ﹤0.01%
488
1380
$86K ﹤0.01%
6,917
+201
1381
$86K ﹤0.01%
453
-3
1382
$85.8K ﹤0.01%
5,491
+1,415
1383
$85.8K ﹤0.01%
2,919
+2,762
1384
$85.5K ﹤0.01%
2,515
+185
1385
$85.3K ﹤0.01%
702
-90
1386
$85.3K ﹤0.01%
1,908
+5
1387
$85.2K ﹤0.01%
7,197
+93
1388
$85.2K ﹤0.01%
5,540
1389
$85.1K ﹤0.01%
+11,500
1390
$85.1K ﹤0.01%
2,355
-144
1391
$84.9K ﹤0.01%
1,068
-26
1392
$84.6K ﹤0.01%
869
1393
$84.5K ﹤0.01%
+7,086
1394
$84.2K ﹤0.01%
1,858
+171
1395
$83.8K ﹤0.01%
2,178
+1,178
1396
$83.8K ﹤0.01%
621
-35
1397
$83.5K ﹤0.01%
560
-34
1398
$83.5K ﹤0.01%
11,579
1399
$83.4K ﹤0.01%
3,443
1400
$83.3K ﹤0.01%
9,570
+11
54 55
56
57 58