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
2201
$13K ﹤0.01%
45
+26
2202
$12.9K ﹤0.01%
230
2203
$12.9K ﹤0.01%
500
+107
2204
$12.9K ﹤0.01%
205
-225
2205
$12.8K ﹤0.01%
240
+30
2206
$12.8K ﹤0.01%
+925
2207
$12.7K ﹤0.01%
386
2208
$12.7K ﹤0.01%
1,200
2209
$12.6K ﹤0.01%
103
2210
$12.6K ﹤0.01%
222
+18
2211
$12.6K ﹤0.01%
62
-5
2212
$12.5K ﹤0.01%
257
+188
2213
$12.5K ﹤0.01%
1,000
2214
$12.4K ﹤0.01%
283
2215
$12.4K ﹤0.01%
5,825
+2,500
2216
$12.4K ﹤0.01%
200
2217
$12.3K ﹤0.01%
422
-251
2218
$12.3K ﹤0.01%
265
2219
$12.3K ﹤0.01%
828
+49
2220
$12.3K ﹤0.01%
90
2221
$12.3K ﹤0.01%
108
+3
2222
$12.3K ﹤0.01%
428
-27
2223
$12.3K ﹤0.01%
166
-100
2224
$12.3K ﹤0.01%
+141
2225
$12.2K ﹤0.01%
+600
87 88
89
90 91