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
1701
$40.4K ﹤0.01%
497
-696
1702
$40.3K ﹤0.01%
1,500
+500
1703
$40.3K ﹤0.01%
1,911
-1,130
1704
$40.2K ﹤0.01%
1,023
-263
1705
$40K ﹤0.01%
1,200
-2,076
1706
$39.9K ﹤0.01%
919
+725
1707
$39.9K ﹤0.01%
1,287
+518
1708
$39.8K ﹤0.01%
1,220
1709
$39.8K ﹤0.01%
158
+22
1710
$39.5K ﹤0.01%
329
1711
$39.4K ﹤0.01%
430
+211
1712
$39.3K ﹤0.01%
1,727
1713
$39.1K ﹤0.01%
262
-582
1714
$38.9K ﹤0.01%
1,132
+334
1715
$38.8K ﹤0.01%
638
+265
1716
$38.4K ﹤0.01%
354
+13
1717
$38.4K ﹤0.01%
362
1718
$38.3K ﹤0.01%
888
+391
1719
$38.1K ﹤0.01%
1,490
+493
1720
$38.1K ﹤0.01%
280
-41
1721
$38K ﹤0.01%
372
+41
1722
$38K ﹤0.01%
1,797
-177
1723
$37.9K ﹤0.01%
2,038
+1,270
1724
$37.9K ﹤0.01%
1,449
+325
1725
$37.9K ﹤0.01%
3,336
-250
67 68
69
70 71