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
2176
$13.9K ﹤0.01%
420
+45
2177
$13.9K ﹤0.01%
1,848
+611
2178
$13.9K ﹤0.01%
536
-4,320
2179
$13.9K ﹤0.01%
461
+25
2180
$13.7K ﹤0.01%
1,050
-3,838
2181
$13.7K ﹤0.01%
274
-2,035
2182
$13.7K ﹤0.01%
+216
2183
$13.5K ﹤0.01%
1,760
+1,600
2184
$13.5K ﹤0.01%
+500
2185
$13.5K ﹤0.01%
569
-90
2186
$13.4K ﹤0.01%
336
2187
$13.4K ﹤0.01%
496
2188
$13.4K ﹤0.01%
207
+19
2189
$13.3K ﹤0.01%
194
2190
$13.3K ﹤0.01%
41
-456
2191
$13.3K ﹤0.01%
90
+21
2192
$13.3K ﹤0.01%
128
+7
2193
$13.3K ﹤0.01%
768
+675
2194
$13.3K ﹤0.01%
9,400
2195
$13.2K ﹤0.01%
322
-325
2196
$13.2K ﹤0.01%
308
+214
2197
$13.2K ﹤0.01%
1,080
2198
$13.2K ﹤0.01%
527
2199
$13.2K ﹤0.01%
+129
2200
$13.1K ﹤0.01%
404
86 87
88
89 90