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
2226
$12.2K ﹤0.01%
86
2227
$12.2K ﹤0.01%
2,500
2228
$12.1K ﹤0.01%
423
2229
$12.1K ﹤0.01%
549
-191
2230
$12K ﹤0.01%
175
2231
$12K ﹤0.01%
869
+439
2232
$12K ﹤0.01%
+456
2233
$12K ﹤0.01%
119
-433
2234
$11.9K ﹤0.01%
124
2235
$11.8K ﹤0.01%
197
+2
2236
$11.8K ﹤0.01%
+596
2237
$11.8K ﹤0.01%
1,330
2238
$11.8K ﹤0.01%
353
2239
$11.8K ﹤0.01%
1,000
2240
$11.7K ﹤0.01%
481
2241
$11.6K ﹤0.01%
216
-51
2242
$11.6K ﹤0.01%
100
+5
2243
$11.6K ﹤0.01%
+89
2244
$11.5K ﹤0.01%
660
2245
$11.5K ﹤0.01%
500
-91
2246
$11.5K ﹤0.01%
335
2247
$11.5K ﹤0.01%
1,851
+101
2248
$11.5K ﹤0.01%
171
-177
2249
$11.4K ﹤0.01%
2,300
-100
2250
$11.4K ﹤0.01%
1,444
88 89
90
91 92