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
2376
$7.9K ﹤0.01%
150
-1,488
2377
$7.89K ﹤0.01%
611
-1
2378
$7.89K ﹤0.01%
310
2379
$7.89K ﹤0.01%
+478
2380
$7.87K ﹤0.01%
251
2381
$7.85K ﹤0.01%
240
2382
$7.81K ﹤0.01%
+45
2383
$7.81K ﹤0.01%
+131
2384
$7.81K ﹤0.01%
112
2385
$7.8K ﹤0.01%
174
+87
2386
$7.71K ﹤0.01%
2,011
+1,829
2387
$7.68K ﹤0.01%
90
+11
2388
$7.61K ﹤0.01%
466
-252
2389
$7.61K ﹤0.01%
+1,064
2390
$7.55K ﹤0.01%
343
2391
$7.5K ﹤0.01%
201
-11
2392
$7.46K ﹤0.01%
65
+7
2393
$7.42K ﹤0.01%
1,500
2394
$7.41K ﹤0.01%
728
2395
$7.39K ﹤0.01%
674
-446
2396
$7.39K ﹤0.01%
156
-120
2397
$7.36K ﹤0.01%
50
+2
2398
$7.32K ﹤0.01%
142
-74
2399
$7.3K ﹤0.01%
+1,342
2400
$7.3K ﹤0.01%
66
94 95
96
97 98