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
2101
$16.5K ﹤0.01%
353
-789
2102
$16.5K ﹤0.01%
355
-79
2103
$16.5K ﹤0.01%
700
2104
$16.4K ﹤0.01%
755
2105
$16.4K ﹤0.01%
1,214
+872
2106
$16.3K ﹤0.01%
266
2107
$16.3K ﹤0.01%
1,120
+500
2108
$16.3K ﹤0.01%
2,000
2109
$16.2K ﹤0.01%
246
-26
2110
$16.2K ﹤0.01%
375
2111
$16.2K ﹤0.01%
245
+120
2112
$16.1K ﹤0.01%
478
2113
$16.1K ﹤0.01%
644
-1,041
2114
$16.1K ﹤0.01%
117
-9,099
2115
$16K ﹤0.01%
550
2116
$16K ﹤0.01%
345
-14,173
2117
$16K ﹤0.01%
893
-1,051
2118
$16K ﹤0.01%
3,360
2119
$16K ﹤0.01%
709
+19
2120
$15.9K ﹤0.01%
725
2121
$15.9K ﹤0.01%
218
+3
2122
$15.8K ﹤0.01%
36
2123
$15.7K ﹤0.01%
264
+42
2124
$15.7K ﹤0.01%
864
-151
2125
$15.7K ﹤0.01%
+504
83 84
85
86 87