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
1501
$65K ﹤0.01%
6,705
+620
1502
$64.9K ﹤0.01%
1,152
+62
1503
$64.6K ﹤0.01%
9,561
+3,060
1504
$64.4K ﹤0.01%
1,099
-48
1505
$64.2K ﹤0.01%
4,552
+1,776
1506
$64.1K ﹤0.01%
1,385
1507
$64K ﹤0.01%
980
+36
1508
$64K ﹤0.01%
1,535
+670
1509
$63.8K ﹤0.01%
251
-170
1510
$63.7K ﹤0.01%
1,002
1511
$63.4K ﹤0.01%
1,466
+55
1512
$62.9K ﹤0.01%
1,348
-383
1513
$62.8K ﹤0.01%
1,300
-100
1514
$62.8K ﹤0.01%
8,146
-186
1515
$62.6K ﹤0.01%
1,089
-2,499
1516
$62.6K ﹤0.01%
606
1517
$62.5K ﹤0.01%
1,840
-500
1518
$62.4K ﹤0.01%
1,225
+293
1519
$62.4K ﹤0.01%
1,006
-47
1520
$61.9K ﹤0.01%
1,240
-52
1521
$61.8K ﹤0.01%
2,111
-91
1522
$61.5K ﹤0.01%
1,834
+1,050
1523
$61.5K ﹤0.01%
2,098
1524
$61.4K ﹤0.01%
2,700
1525
$61.2K ﹤0.01%
2,630
-1,393
59 60
61
62 63