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
1651
$45K ﹤0.01%
530
1652
$44.9K ﹤0.01%
1,317
-87
1653
$44.9K ﹤0.01%
1,619
+1,576
1654
$44.8K ﹤0.01%
651
+12
1655
$44.1K ﹤0.01%
1,880
+1,400
1656
$44.1K ﹤0.01%
1,106
-2,485
1657
$44K ﹤0.01%
3,031
1658
$44K ﹤0.01%
689
+193
1659
$43.9K ﹤0.01%
1,382
+135
1660
$43.9K ﹤0.01%
668
-65
1661
$43.8K ﹤0.01%
400
+6
1662
$43.5K ﹤0.01%
2,629
1663
$43.4K ﹤0.01%
303
+7
1664
$43.4K ﹤0.01%
858
-195
1665
$43.4K ﹤0.01%
133
+46
1666
$43.4K ﹤0.01%
3,500
+1,000
1667
$43.3K ﹤0.01%
3,595
1668
$43.3K ﹤0.01%
1,598
1669
$43.2K ﹤0.01%
1,579
-821
1670
$43.2K ﹤0.01%
3,693
-1,933
1671
$43.1K ﹤0.01%
690
1672
$43.1K ﹤0.01%
131
-2
1673
$42.8K ﹤0.01%
994
-571
1674
$42.8K ﹤0.01%
1,291
-77
1675
$42.7K ﹤0.01%
2,590
+690
65 66
67
68 69