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
1426
$78.4K ﹤0.01%
3,917
-862
1427
$77.9K ﹤0.01%
2,064
-32
1428
$77.5K ﹤0.01%
1,037
-25
1429
$77.5K ﹤0.01%
1,641
+1,191
1430
$77.4K ﹤0.01%
1,393
+80
1431
$77.4K ﹤0.01%
1,066
+908
1432
$77.1K ﹤0.01%
2,356
+1,914
1433
$77.1K ﹤0.01%
563
+380
1434
$76.8K ﹤0.01%
429
+7
1435
$76.8K ﹤0.01%
+9,000
1436
$76.7K ﹤0.01%
1,130
+988
1437
$76.7K ﹤0.01%
351
-1
1438
$76.3K ﹤0.01%
+3,463
1439
$75.9K ﹤0.01%
531
1440
$75.6K ﹤0.01%
1,189
+247
1441
$75.5K ﹤0.01%
1,290
-11,985
1442
$75K ﹤0.01%
1,623
+327
1443
$75K ﹤0.01%
4,607
-18,142
1444
$74.9K ﹤0.01%
+3,150
1445
$74.8K ﹤0.01%
656
1446
$74.7K ﹤0.01%
+2,674
1447
$74.6K ﹤0.01%
3,118
-2,843
1448
$74.3K ﹤0.01%
2,363
+912
1449
$74.3K ﹤0.01%
2,173
-1,426
1450
$73.8K ﹤0.01%
1,249
56 57
58
59 60