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
2051
$18.2K ﹤0.01%
2,363
+253
2052
$18.1K ﹤0.01%
213
-84
2053
$18.1K ﹤0.01%
353
-255
2054
$18.1K ﹤0.01%
214
2055
$18.1K ﹤0.01%
+90
2056
$18.1K ﹤0.01%
1,930
+48
2057
$18K ﹤0.01%
455
2058
$18K ﹤0.01%
215
-1,113
2059
$17.9K ﹤0.01%
+1,250
2060
$17.9K ﹤0.01%
402
-20
2061
$17.9K ﹤0.01%
500
2062
$17.8K ﹤0.01%
500
2063
$17.8K ﹤0.01%
514
-19,061
2064
$17.8K ﹤0.01%
380
2065
$17.8K ﹤0.01%
+1,414
2066
$17.7K ﹤0.01%
108
+61
2067
$17.7K ﹤0.01%
125
-1,540
2068
$17.7K ﹤0.01%
421
-52
2069
$17.6K ﹤0.01%
2,020
2070
$17.6K ﹤0.01%
1,520
-694
2071
$17.6K ﹤0.01%
383
+2
2072
$17.6K ﹤0.01%
704
+4
2073
$17.6K ﹤0.01%
1,350
2074
$17.6K ﹤0.01%
75
2075
$17.5K ﹤0.01%
114
+95
81 82
83
84 85