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
1401
$83.1K ﹤0.01%
1,429
+43
1402
$83K ﹤0.01%
958
+7
1403
$82.6K ﹤0.01%
4,469
1404
$82.2K ﹤0.01%
832
+18
1405
$81.8K ﹤0.01%
818
+45
1406
$81.6K ﹤0.01%
1,468
+1,000
1407
$81.6K ﹤0.01%
3,155
1408
$81.4K ﹤0.01%
763
1409
$81.2K ﹤0.01%
1,242
+33
1410
$81.2K ﹤0.01%
2,290
-781
1411
$80.9K ﹤0.01%
8,985
+2,042
1412
$80.5K ﹤0.01%
2,815
1413
$80.3K ﹤0.01%
1,963
-3
1414
$80.3K ﹤0.01%
276
-12
1415
$80K ﹤0.01%
773
+751
1416
$80K ﹤0.01%
3,453
-19
1417
$79.9K ﹤0.01%
1,977
+626
1418
$79.5K ﹤0.01%
985
-15
1419
$79.5K ﹤0.01%
930
-155
1420
$79.3K ﹤0.01%
8,742
+235
1421
$79.2K ﹤0.01%
27,412
1422
$79.1K ﹤0.01%
1,716
-720
1423
$78.9K ﹤0.01%
6,265
-1,000
1424
$78.7K ﹤0.01%
1,575
+100
1425
$78.4K ﹤0.01%
1,405
+33
55 56
57
58 59