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
1926
$23.7K ﹤0.01%
382
+4
1927
$23.6K ﹤0.01%
301
+1
1928
$23.5K ﹤0.01%
688
1929
$23.4K ﹤0.01%
1,114
+6
1930
$23.4K ﹤0.01%
1,552
-1,149
1931
$23.1K ﹤0.01%
2,128
1932
$23K ﹤0.01%
+643
1933
$23K ﹤0.01%
860
-137
1934
$22.8K ﹤0.01%
3,800
1935
$22.8K ﹤0.01%
+1,635
1936
$22.7K ﹤0.01%
138
+127
1937
$22.7K ﹤0.01%
639
-298
1938
$22.7K ﹤0.01%
495
-72
1939
$22.6K ﹤0.01%
1,021
+20
1940
$22.6K ﹤0.01%
272
+25
1941
$22.5K ﹤0.01%
216
-29
1942
$22.5K ﹤0.01%
834
-345
1943
$22.4K ﹤0.01%
710
+124
1944
$22.4K ﹤0.01%
1,800
1945
$22.4K ﹤0.01%
399
-6
1946
$22.4K ﹤0.01%
1,032
-1,077
1947
$22.4K ﹤0.01%
156
+2
1948
$22.3K ﹤0.01%
7,000
1949
$22.2K ﹤0.01%
25,832
1950
$22.1K ﹤0.01%
1,225
76 77
78
79 80