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
1626
$48.1K ﹤0.01%
939
-1,075
1627
$48K ﹤0.01%
2,862
1628
$48K ﹤0.01%
860
-280
1629
$48K ﹤0.01%
10,000
1630
$47.9K ﹤0.01%
363
+186
1631
$47.9K ﹤0.01%
5,122
-312
1632
$47.8K ﹤0.01%
306
+7
1633
$47.8K ﹤0.01%
395
+92
1634
$47.4K ﹤0.01%
1,155
-814
1635
$47.4K ﹤0.01%
1,434
+11
1636
$47.2K ﹤0.01%
11,000
1637
$47K ﹤0.01%
1,130
1638
$46.9K ﹤0.01%
+890
1639
$46.8K ﹤0.01%
500
1640
$46.6K ﹤0.01%
2,000
1641
$46.5K ﹤0.01%
2,458
+881
1642
$46.5K ﹤0.01%
761
1643
$46.2K ﹤0.01%
1,508
+1,451
1644
$45.9K ﹤0.01%
2,414
-278
1645
$45.7K ﹤0.01%
1,378
+5
1646
$45.5K ﹤0.01%
1,350
-4,649
1647
$45.4K ﹤0.01%
713
+194
1648
$45.3K ﹤0.01%
501
-150
1649
$45.2K ﹤0.01%
492
-81
1650
$45.1K ﹤0.01%
883
-30
64 65
66
67 68