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
2076
$17.5K ﹤0.01%
412
2077
$17.5K ﹤0.01%
293
+26
2078
$17.4K ﹤0.01%
270
2079
$17.4K ﹤0.01%
500
+465
2080
$17.3K ﹤0.01%
186
+11
2081
$17.3K ﹤0.01%
193
+12
2082
$17.3K ﹤0.01%
300
-200
2083
$17.2K ﹤0.01%
401
2084
$17.2K ﹤0.01%
638
+122
2085
$17.2K ﹤0.01%
467
-105
2086
$17.1K ﹤0.01%
100
2087
$17.1K ﹤0.01%
2,643
-669
2088
$17K ﹤0.01%
443
-28
2089
$17K ﹤0.01%
216
-36
2090
$17K ﹤0.01%
968
2091
$16.9K ﹤0.01%
+1,062
2092
$16.9K ﹤0.01%
369
-4
2093
$16.9K ﹤0.01%
212
+30
2094
$16.8K ﹤0.01%
70
-52
2095
$16.7K ﹤0.01%
140
-371
2096
$16.7K ﹤0.01%
643
+164
2097
$16.7K ﹤0.01%
1,050
-500
2098
$16.6K ﹤0.01%
240
+19
2099
$16.6K ﹤0.01%
1,250
2100
$16.6K ﹤0.01%
1,000
82 83
84
85 86