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 Short 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
151
$3.31M 0.14%
56,375
+54,778
152
$3.3M 0.14%
120,844
+23,080
153
$3.29M 0.14%
53,465
-4,034
154
$3.29M 0.14%
68,559
-49,879
155
$3.29M 0.14%
12,561
-2,987
156
$3.28M 0.14%
146,802
+37,446
157
$3.25M 0.14%
30,621
+18,515
158
$3.2M 0.13%
35,838
-3,073
159
$3.2M 0.13%
30,745
+1,391
160
$3.15M 0.13%
13,961
+238
161
$3.15M 0.13%
23,720
-494
162
$3.14M 0.13%
100,280
+25,637
163
$3.12M 0.13%
166,991
-4,289
164
$3.12M 0.13%
59,181
-880
165
$3.11M 0.13%
69,324
+13,696
166
$3.09M 0.13%
59,691
+2,716
167
$3.08M 0.13%
27,216
-7,008
168
$3.07M 0.13%
70,603
+19,608
169
$3.05M 0.13%
60,689
-10,770
170
$3.03M 0.13%
68,750
-70,880
171
$3.02M 0.13%
30,346
-3,622
172
$2.97M 0.12%
13,485
-783
173
$2.97M 0.12%
92,348
+57,304
174
$2.96M 0.12%
83,782
-11,844
175
$2.95M 0.12%
112,077
-5,666
5 6
7
8 9