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
2251
$11.4K ﹤0.01%
464
2252
$11.3K ﹤0.01%
432
-1
2253
$11.2K ﹤0.01%
1,000
2254
$11.2K ﹤0.01%
+400
2255
$11.2K ﹤0.01%
558
+55
2256
$11.2K ﹤0.01%
376
2257
$11.2K ﹤0.01%
1,434
2258
$11.2K ﹤0.01%
817
-1,009
2259
$11.1K ﹤0.01%
375
+314
2260
$11.1K ﹤0.01%
713
+300
2261
$11.1K ﹤0.01%
107
+12
2262
$11.1K ﹤0.01%
827
2263
$11.1K ﹤0.01%
446
-604
2264
$11.1K ﹤0.01%
450
+196
2265
$11.1K ﹤0.01%
385
2266
$11K ﹤0.01%
1,115
-6,401
2267
$11K ﹤0.01%
352
-50
2268
$11K ﹤0.01%
1,225
2269
$11K ﹤0.01%
515
-2,976
2270
$10.9K ﹤0.01%
246
2271
$10.9K ﹤0.01%
181
+131
2272
$10.9K ﹤0.01%
221
-28
2273
$10.9K ﹤0.01%
757
+712
2274
$10.8K ﹤0.01%
192
+9
2275
$10.8K ﹤0.01%
+75
89 90
91
92 93