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
2351
$8.65K ﹤0.01%
814
-812
2352
$8.65K ﹤0.01%
563
2353
$8.61K ﹤0.01%
1,675
2354
$8.6K ﹤0.01%
500
2355
$8.5K ﹤0.01%
2,316
+1,710
2356
$8.48K ﹤0.01%
529
-687
2357
$8.44K ﹤0.01%
60
2358
$8.33K ﹤0.01%
184
+2
2359
$8.27K ﹤0.01%
1,426
2360
$8.27K ﹤0.01%
130
-60
2361
$8.24K ﹤0.01%
100
+75
2362
$8.23K ﹤0.01%
+39
2363
$8.12K ﹤0.01%
+677
2364
$8.08K ﹤0.01%
+600
2365
$8.06K ﹤0.01%
150
+1
2366
$8.06K ﹤0.01%
175
2367
$8.06K ﹤0.01%
269
2368
$8.04K ﹤0.01%
136
2369
$8.04K ﹤0.01%
307
2370
$8.01K ﹤0.01%
308
+100
2371
$7.94K ﹤0.01%
+414
2372
$7.93K ﹤0.01%
306
2373
$7.92K ﹤0.01%
89
-28
2374
$7.92K ﹤0.01%
91
-1
2375
$7.9K ﹤0.01%
900
93 94
95
96 97