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
1901
$25.4K ﹤0.01%
501
+1
1902
$25.3K ﹤0.01%
335
-2
1903
$25.1K ﹤0.01%
717
+136
1904
$25K ﹤0.01%
1,204
-1,491
1905
$25K ﹤0.01%
2,150
+750
1906
$25K ﹤0.01%
500
1907
$24.8K ﹤0.01%
1,149
+295
1908
$24.8K ﹤0.01%
2,074
+18
1909
$24.8K ﹤0.01%
820
+750
1910
$24.7K ﹤0.01%
467
+415
1911
$24.7K ﹤0.01%
846
1912
$24.6K ﹤0.01%
119
-175
1913
$24.6K ﹤0.01%
1,585
+260
1914
$24.5K ﹤0.01%
378
+235
1915
$24.3K ﹤0.01%
818
-118
1916
$24.3K ﹤0.01%
+430
1917
$24.3K ﹤0.01%
216
1918
$24.3K ﹤0.01%
2,243
1919
$24.2K ﹤0.01%
386
+152
1920
$24.2K ﹤0.01%
1,100
1921
$24K ﹤0.01%
710
+252
1922
$24K ﹤0.01%
2,420
1923
$24K ﹤0.01%
3,000
1924
$23.9K ﹤0.01%
+295
1925
$23.8K ﹤0.01%
454
-150
75 76
77
78 79