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
1451
$73.8K ﹤0.01%
2,779
+9
1452
$73.7K ﹤0.01%
3,916
+1,500
1453
$73.7K ﹤0.01%
4,423
-80
1454
$73.5K ﹤0.01%
1,046
+55
1455
$73.4K ﹤0.01%
2,997
+35
1456
$73.4K ﹤0.01%
20,000
1457
$73.3K ﹤0.01%
2,794
+665
1458
$73.2K ﹤0.01%
4,480
-900
1459
$73.2K ﹤0.01%
1,573
-4,177
1460
$73.1K ﹤0.01%
1,819
1461
$72.8K ﹤0.01%
2,373
+1,034
1462
$72.7K ﹤0.01%
3,091
-101,161
1463
$72.6K ﹤0.01%
+2,597
1464
$72K ﹤0.01%
7,700
-1,000
1465
$71.9K ﹤0.01%
929
1466
$71.6K ﹤0.01%
905
1467
$71.2K ﹤0.01%
4,241
+584
1468
$71.1K ﹤0.01%
2,473
+2,196
1469
$70.9K ﹤0.01%
3,405
-683
1470
$70.7K ﹤0.01%
40,170
1471
$70.6K ﹤0.01%
604
-169
1472
$70K ﹤0.01%
2,024
1473
$69.6K ﹤0.01%
3,871
1474
$68.7K ﹤0.01%
917
-38
1475
$68.7K ﹤0.01%
2,948
-1,478
57 58
59
60 61