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
1526
$61K ﹤0.01%
1,865
1527
$60.9K ﹤0.01%
3,070
1528
$60.7K ﹤0.01%
+1,940
1529
$60.7K ﹤0.01%
2,315
-440
1530
$60.6K ﹤0.01%
885
-83
1531
$59.9K ﹤0.01%
1,830
+5
1532
$59.3K ﹤0.01%
2,086
+7
1533
$59.2K ﹤0.01%
2,257
+1,708
1534
$59.2K ﹤0.01%
1,606
+191
1535
$59.2K ﹤0.01%
1,016
+89
1536
$59.2K ﹤0.01%
4,450
+4,350
1537
$58.9K ﹤0.01%
+1,145
1538
$58.7K ﹤0.01%
1,317
+13
1539
$58.6K ﹤0.01%
249
+6
1540
$58.6K ﹤0.01%
2,906
+465
1541
$58.4K ﹤0.01%
1,735
-17,474
1542
$58.3K ﹤0.01%
4,579
1543
$58.3K ﹤0.01%
1,063
-1,950
1544
$58.1K ﹤0.01%
1,297
-559
1545
$58.1K ﹤0.01%
551
1546
$57.8K ﹤0.01%
1,238
+24
1547
$57.7K ﹤0.01%
1,568
1548
$57.6K ﹤0.01%
830
+391
1549
$57.3K ﹤0.01%
871
+9
1550
$57.3K ﹤0.01%
377
-56
60 61
62
63 64