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
1751
$35.8K ﹤0.01%
1,417
-1,518
1752
$35.8K ﹤0.01%
774
+114
1753
$35.8K ﹤0.01%
+374
1754
$35.8K ﹤0.01%
793
+23
1755
$35.8K ﹤0.01%
1,000
1756
$35.6K ﹤0.01%
1,621
+139
1757
$35.6K ﹤0.01%
495
-157
1758
$35.6K ﹤0.01%
692
-1,530
1759
$35.5K ﹤0.01%
1,100
1760
$35.3K ﹤0.01%
678
+424
1761
$35.3K ﹤0.01%
1,008
+66
1762
$35.3K ﹤0.01%
754
-111
1763
$35.3K ﹤0.01%
1,286
1764
$35.1K ﹤0.01%
1,784
-1,635
1765
$35.1K ﹤0.01%
1,000
+700
1766
$35K ﹤0.01%
358
-346
1767
$35K ﹤0.01%
3,000
1768
$34.9K ﹤0.01%
457
+59
1769
$34.9K ﹤0.01%
1,028
-151
1770
$34.7K ﹤0.01%
+1,500
1771
$34.4K ﹤0.01%
428
+305
1772
$34.4K ﹤0.01%
863
+457
1773
$34.4K ﹤0.01%
361
-263
1774
$34.4K ﹤0.01%
200
+72
1775
$34.2K ﹤0.01%
1,500
69 70
71
72 73