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
1776
$34.1K ﹤0.01%
128
+8
1777
$34K ﹤0.01%
4,382
+33
1778
$33.8K ﹤0.01%
2,579
+70
1779
$33.7K ﹤0.01%
726
1780
$33.6K ﹤0.01%
1,096
-53
1781
$33.5K ﹤0.01%
778
1782
$33.3K ﹤0.01%
646
-287
1783
$33.2K ﹤0.01%
922
-227
1784
$33.2K ﹤0.01%
223
+117
1785
$33.1K ﹤0.01%
252
-15
1786
$33.1K ﹤0.01%
1,231
1787
$32.9K ﹤0.01%
1,484
-767
1788
$32.9K ﹤0.01%
1,356
1789
$32.9K ﹤0.01%
500
1790
$32.8K ﹤0.01%
1,949
+148
1791
$32.8K ﹤0.01%
606
+31
1792
$32.8K ﹤0.01%
3,000
1793
$32.8K ﹤0.01%
283
-118
1794
$32.7K ﹤0.01%
1,075
-2,070
1795
$32.7K ﹤0.01%
3,621
1796
$32.5K ﹤0.01%
1,012
-788
1797
$32.4K ﹤0.01%
438
+177
1798
$32.2K ﹤0.01%
2,394
+34
1799
$32.1K ﹤0.01%
476
-918
1800
$32.1K ﹤0.01%
2,771
-2,770
70 71
72
73 74