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
1726
$37.6K ﹤0.01%
1,885
-200
1727
$37.4K ﹤0.01%
3,990
1728
$37.4K ﹤0.01%
100
+56
1729
$37.4K ﹤0.01%
343
-27
1730
$37.3K ﹤0.01%
9,800
-1,460
1731
$37.3K ﹤0.01%
430
+8
1732
$37.2K ﹤0.01%
778
+457
1733
$37.2K ﹤0.01%
1,149
-231
1734
$37.1K ﹤0.01%
1,052
+9
1735
$36.8K ﹤0.01%
35,759
1736
$36.8K ﹤0.01%
202
-22
1737
$36.7K ﹤0.01%
470
+270
1738
$36.6K ﹤0.01%
641
1739
$36.5K ﹤0.01%
2,024
1740
$36.5K ﹤0.01%
1,166
-173,150
1741
$36.5K ﹤0.01%
286
+23
1742
$36.4K ﹤0.01%
191
-3
1743
$36.3K ﹤0.01%
273
-254
1744
$36.2K ﹤0.01%
+1,404
1745
$36.2K ﹤0.01%
1,857
-2,000
1746
$36.2K ﹤0.01%
533
+80
1747
$36.1K ﹤0.01%
+316
1748
$36K ﹤0.01%
500
1749
$35.9K ﹤0.01%
979
+3
1750
$35.9K ﹤0.01%
565
68 69
70
71 72