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
1876
$26.8K ﹤0.01%
348
-986
1877
$26.7K ﹤0.01%
400
1878
$26.7K ﹤0.01%
546
1879
$26.5K ﹤0.01%
2,061
+353
1880
$26.2K ﹤0.01%
2,000
1881
$26.1K ﹤0.01%
1,095
1882
$26K ﹤0.01%
1,000
+500
1883
$26K ﹤0.01%
1,010
1884
$26K ﹤0.01%
787
1885
$26K ﹤0.01%
+411
1886
$25.9K ﹤0.01%
892
-17
1887
$25.8K ﹤0.01%
1,307
+50
1888
$25.7K ﹤0.01%
1,384
-1,429
1889
$25.7K ﹤0.01%
638
+623
1890
$25.7K ﹤0.01%
78
-317
1891
$25.7K ﹤0.01%
2,576
-654
1892
$25.7K ﹤0.01%
+760
1893
$25.7K ﹤0.01%
156
+36
1894
$25.7K ﹤0.01%
452
1895
$25.6K ﹤0.01%
954
+823
1896
$25.6K ﹤0.01%
+1,149
1897
$25.6K ﹤0.01%
513
+13
1898
$25.6K ﹤0.01%
1,438
-285
1899
$25.5K ﹤0.01%
758
-120
1900
$25.4K ﹤0.01%
+1,127
74 75
76
77 78