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
2326
$9.35K ﹤0.01%
975
-284
2327
$9.33K ﹤0.01%
200
2328
$9.17K ﹤0.01%
224
-833
2329
$9.15K ﹤0.01%
211
+56
2330
$9.13K ﹤0.01%
+210
2331
$9.13K ﹤0.01%
1,823
2332
$9.11K ﹤0.01%
206
2333
$9.04K ﹤0.01%
1,000
2334
$9.03K ﹤0.01%
84
-29
2335
$9K ﹤0.01%
670
+170
2336
$8.96K ﹤0.01%
381
-1,172
2337
$8.96K ﹤0.01%
4,160
+4,000
2338
$8.95K ﹤0.01%
220
2339
$8.94K ﹤0.01%
150
2340
$8.89K ﹤0.01%
1,200
2341
$8.88K ﹤0.01%
106
2342
$8.82K ﹤0.01%
1,083
2343
$8.8K ﹤0.01%
83
-138
2344
$8.78K ﹤0.01%
130
-13
2345
$8.77K ﹤0.01%
270
2346
$8.75K ﹤0.01%
157
2347
$8.72K ﹤0.01%
3,793
2348
$8.7K ﹤0.01%
235
+50
2349
$8.7K ﹤0.01%
175
2350
$8.69K ﹤0.01%
168
92 93
94
95 96