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
2301
$10K ﹤0.01%
566
-78
2302
$10K ﹤0.01%
692
-2,773
2303
$10K ﹤0.01%
97
+74
2304
$9.99K ﹤0.01%
370
2305
$9.98K ﹤0.01%
+500
2306
$9.96K ﹤0.01%
400
-1,200
2307
$9.89K ﹤0.01%
1,437
-441
2308
$9.88K ﹤0.01%
339
2309
$9.85K ﹤0.01%
118
-27
2310
$9.8K ﹤0.01%
502
2311
$9.8K ﹤0.01%
1,914
+2
2312
$9.8K ﹤0.01%
219
2313
$9.76K ﹤0.01%
236
2314
$9.71K ﹤0.01%
+109
2315
$9.7K ﹤0.01%
+280
2316
$9.69K ﹤0.01%
227
-291
2317
$9.69K ﹤0.01%
305
2318
$9.65K ﹤0.01%
187
2319
$9.63K ﹤0.01%
270
+59
2320
$9.59K ﹤0.01%
334
+264
2321
$9.58K ﹤0.01%
+360
2322
$9.58K ﹤0.01%
925
-50
2323
$9.55K ﹤0.01%
54
2324
$9.53K ﹤0.01%
+58
2325
$9.53K ﹤0.01%
171
-311
91 92
93
94 95