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
176
$2.93M 0.12%
183,581
+5,033
177
$2.93M 0.12%
161,996
+24,518
178
$2.92M 0.12%
18,142
-779
179
$2.92M 0.12%
14,670
+7
180
$2.85M 0.12%
32,820
+9,620
181
$2.84M 0.12%
137,759
-86,141
182
$2.83M 0.12%
9,338
-11,339
183
$2.83M 0.12%
38,073
-187
184
$2.82M 0.12%
94,546
-17,964
185
$2.8M 0.12%
15,554
+1,409
186
$2.79M 0.12%
16,087
-15,100
187
$2.77M 0.12%
29,749
+838
188
$2.77M 0.12%
55,856
-2,210
189
$2.72M 0.11%
51,375
-620
190
$2.71M 0.11%
25,018
-2,730
191
$2.69M 0.11%
114,742
-37,210
192
$2.65M 0.11%
6,803
+2,704
193
$2.65M 0.11%
51,520
+10,482
194
$2.59M 0.11%
52,135
+15,323
195
$2.58M 0.11%
13,285
-2,255
196
$2.57M 0.11%
22,310
-2,695
197
$2.56M 0.11%
71,881
+13,315
198
$2.55M 0.11%
129,253
-2,635
199
$2.55M 0.11%
9,606
-272
200
$2.55M 0.11%
305,432
+293,070
6 7
8
9 10