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
1801
$32K ﹤0.01%
1,042
-1,521
1802
$32K ﹤0.01%
576
+82
1803
$31.8K ﹤0.01%
244
+107
1804
$31.8K ﹤0.01%
+1,040
1805
$31.7K ﹤0.01%
+2,000
1806
$31.5K ﹤0.01%
5,587
-4,370
1807
$31.3K ﹤0.01%
183
+5
1808
$31.3K ﹤0.01%
790
1809
$31.3K ﹤0.01%
1,223
+518
1810
$31.2K ﹤0.01%
478
+96
1811
$31.2K ﹤0.01%
635
+3
1812
$31.1K ﹤0.01%
3,893
-2,500
1813
$31.1K ﹤0.01%
590
+175
1814
$31K ﹤0.01%
3,438
+434
1815
$30.9K ﹤0.01%
1,144
+46
1816
$30.9K ﹤0.01%
756
+15
1817
$30.8K ﹤0.01%
1,119
-452
1818
$30.8K ﹤0.01%
2,891
1819
$30.8K ﹤0.01%
2,613
-298
1820
$30.7K ﹤0.01%
1,825
+1,500
1821
$30.6K ﹤0.01%
300
1822
$30.5K ﹤0.01%
254
+10
1823
$30.2K ﹤0.01%
499
-10
1824
$30.1K ﹤0.01%
1,569
1825
$30.1K ﹤0.01%
660
71 72
73
74 75