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
201
$2.53M 0.11%
66,915
+20,319
202
$2.52M 0.11%
36,072
+1,046
203
$2.52M 0.11%
68,760
-5,009
204
$2.52M 0.11%
104,884
-12,780
205
$2.52M 0.11%
27,354
+28
206
$2.52M 0.11%
60,565
-14,214
207
$2.51M 0.1%
23,499
+653
208
$2.5M 0.1%
32,249
-9,597
209
$2.47M 0.1%
31,987
-1,515
210
$2.46M 0.1%
154,293
-49,601
211
$2.46M 0.1%
11,170
+15
212
$2.44M 0.1%
25,987
+12,424
213
$2.42M 0.1%
28,742
-1,574
214
$2.41M 0.1%
25,597
+2,053
215
$2.4M 0.1%
46,549
+3,087
216
$2.39M 0.1%
21,957
+3,700
217
$2.39M 0.1%
106,331
-2,090
218
$2.39M 0.1%
22,052
+190
219
$2.38M 0.1%
82,378
-124
220
$2.37M 0.1%
79,304
+64,545
221
$2.36M 0.1%
5,338
+37
222
$2.34M 0.1%
37,333
+1,216
223
$2.34M 0.1%
8,870
+2,272
224
$2.33M 0.1%
205,176
+12,981
225
$2.32M 0.1%
11,350
+78
7 8
9
10 11