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 Short 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
126
$3.88M 0.16%
95,336
-37,860
127
$3.84M 0.16%
16,338
+1,431
128
$3.75M 0.16%
56,197
+1,051
129
$3.74M 0.16%
167,981
+7,780
130
$3.73M 0.16%
82,368
-11,120
131
$3.68M 0.15%
156,975
-36,418
132
$3.67M 0.15%
70,014
+7,755
133
$3.65M 0.15%
106,082
-57,523
134
$3.65M 0.15%
95,711
+75,534
135
$3.64M 0.15%
14,805
+8,050
136
$3.58M 0.15%
62,013
+29,658
137
$3.55M 0.15%
123,695
-14,317
138
$3.54M 0.15%
7,728
-4,164
139
$3.52M 0.15%
152,430
-41,056
140
$3.48M 0.15%
18,773
-520
141
$3.46M 0.14%
20,117
-17,342
142
$3.46M 0.14%
94,984
+28,790
143
$3.43M 0.14%
70,018
+3,690
144
$3.42M 0.14%
22,537
-2,179
145
$3.4M 0.14%
100,366
146
$3.36M 0.14%
7,294
-710
147
$3.36M 0.14%
55,735
-4,046
148
$3.35M 0.14%
188,460
+19,650
149
$3.32M 0.14%
13,070
-13,005
150
$3.32M 0.14%
7,083
+38
4 5
6
7 8