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
1676
$42.7K ﹤0.01%
880
+482
1677
$42.5K ﹤0.01%
186
+10
1678
$42.5K ﹤0.01%
1,550
-800
1679
$42.4K ﹤0.01%
1,998
+1,937
1680
$42.3K ﹤0.01%
+1,720
1681
$42.3K ﹤0.01%
2,088
+2,026
1682
$42.2K ﹤0.01%
2,083
1683
$42.2K ﹤0.01%
+1,031
1684
$42.1K ﹤0.01%
450
+280
1685
$42K ﹤0.01%
15,000
1686
$41.9K ﹤0.01%
100,000
1687
$41.7K ﹤0.01%
524
+121
1688
$41.7K ﹤0.01%
815
1689
$41.7K ﹤0.01%
377
-117
1690
$41.5K ﹤0.01%
655
+51
1691
$41.5K ﹤0.01%
1,769
1692
$41.2K ﹤0.01%
5,293
+75
1693
$40.9K ﹤0.01%
8,010
1694
$40.8K ﹤0.01%
1,306
-120
1695
$40.8K ﹤0.01%
4,091
-3,150
1696
$40.7K ﹤0.01%
4,045
1697
$40.7K ﹤0.01%
1,027
+427
1698
$40.7K ﹤0.01%
10,965
+2,550
1699
$40.6K ﹤0.01%
1,726
+1,286
1700
$40.6K ﹤0.01%
750
-200
66 67
68
69 70