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
1576
$53.3K ﹤0.01%
277
-381
1577
$52.8K ﹤0.01%
5,436
-80
1578
$52.6K ﹤0.01%
1,258
+30
1579
$52.6K ﹤0.01%
4,671
-1,333
1580
$52.6K ﹤0.01%
6,048
+48
1581
$52.5K ﹤0.01%
1,337
-170
1582
$52.5K ﹤0.01%
25,000
1583
$52.4K ﹤0.01%
1,431
-1,566
1584
$52.3K ﹤0.01%
756
-59
1585
$52.2K ﹤0.01%
1,638
-51
1586
$51.7K ﹤0.01%
1,063
1587
$51.4K ﹤0.01%
1,087
-457
1588
$51.2K ﹤0.01%
2,316
-984
1589
$51.1K ﹤0.01%
1,990
-1,675
1590
$51.1K ﹤0.01%
+1,574
1591
$50.9K ﹤0.01%
2,500
+1,250
1592
$50.8K ﹤0.01%
2,897
+127
1593
$50.8K ﹤0.01%
279
+5
1594
$50.7K ﹤0.01%
202
-23
1595
$50.7K ﹤0.01%
1,012
-2,282
1596
$50.3K ﹤0.01%
3,281
+2,536
1597
$50.3K ﹤0.01%
1,401
+483
1598
$50K ﹤0.01%
2,533
-335
1599
$49.9K ﹤0.01%
1,460
1600
$49.9K ﹤0.01%
987
-587
62 63
64
65 66