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
1601
$49.9K ﹤0.01%
1,969
+1,316
1602
$49.8K ﹤0.01%
2,111
-167
1603
$49.8K ﹤0.01%
1,708
+50
1604
$49.8K ﹤0.01%
4,417
-312
1605
$49.7K ﹤0.01%
678
+144
1606
$49.7K ﹤0.01%
486
1607
$49.6K ﹤0.01%
15,216
1608
$49.6K ﹤0.01%
+6,005
1609
$49.5K ﹤0.01%
3,485
1610
$49.4K ﹤0.01%
697
1611
$49.4K ﹤0.01%
8,243
-590
1612
$49.4K ﹤0.01%
478
-217
1613
$49K ﹤0.01%
327
+69
1614
$49K ﹤0.01%
1,444
+88
1615
$48.9K ﹤0.01%
5,832
-1,423
1616
$48.8K ﹤0.01%
1,486
-377
1617
$48.7K ﹤0.01%
3,561
-42
1618
$48.7K ﹤0.01%
96
+92
1619
$48.6K ﹤0.01%
265
-20
1620
$48.6K ﹤0.01%
266
+144
1621
$48.5K ﹤0.01%
4,731
1622
$48.5K ﹤0.01%
3,840
+1,392
1623
$48.4K ﹤0.01%
1,817
1624
$48.2K ﹤0.01%
247
+109
1625
$48.1K ﹤0.01%
5,593
63 64
65
66 67