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
1476
$68.6K ﹤0.01%
1,830
1477
$68.6K ﹤0.01%
2,078
-6,330
1478
$68.3K ﹤0.01%
412
-253
1479
$68.2K ﹤0.01%
747
-78
1480
$68K ﹤0.01%
703
1481
$67.7K ﹤0.01%
1,359
+152
1482
$67.5K ﹤0.01%
766
+47
1483
$67.3K ﹤0.01%
1,909
-59
1484
$67.3K ﹤0.01%
3,629
1485
$67.2K ﹤0.01%
3,519
+1,409
1486
$66.9K ﹤0.01%
6,175
-1,168
1487
$66.7K ﹤0.01%
1,445
+331
1488
$66.7K ﹤0.01%
2,243
+18
1489
$66.6K ﹤0.01%
358
+250
1490
$66.5K ﹤0.01%
247
-4
1491
$66.2K ﹤0.01%
9,500
-1,000
1492
$66.2K ﹤0.01%
1,245
+304
1493
$66.1K ﹤0.01%
7,153
-464
1494
$66.1K ﹤0.01%
3,200
-178
1495
$66K ﹤0.01%
1,064
1496
$65.8K ﹤0.01%
2,932
+215
1497
$65.5K ﹤0.01%
2,393
1498
$65.4K ﹤0.01%
800
-356
1499
$65.3K ﹤0.01%
504
-110
1500
$65.2K ﹤0.01%
+2,217
58 59
60
61 62