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
2426
$6.79K ﹤0.01%
822
+115
2427
$6.79K ﹤0.01%
54
-13
2428
$6.78K ﹤0.01%
940
+27
2429
$6.78K ﹤0.01%
160
2430
$6.75K ﹤0.01%
299
2431
$6.72K ﹤0.01%
173
2432
$6.67K ﹤0.01%
388
2433
$6.67K ﹤0.01%
260
2434
$6.66K ﹤0.01%
375
2435
$6.66K ﹤0.01%
450
2436
$6.63K ﹤0.01%
171
+1
2437
$6.61K ﹤0.01%
42
+20
2438
$6.59K ﹤0.01%
1,057
2439
$6.58K ﹤0.01%
274
+124
2440
$6.58K ﹤0.01%
154
2441
$6.56K ﹤0.01%
123
-58
2442
$6.55K ﹤0.01%
+1,200
2443
$6.54K ﹤0.01%
200
-580
2444
$6.53K ﹤0.01%
288
-210
2445
$6.53K ﹤0.01%
+238
2446
$6.51K ﹤0.01%
+300
2447
$6.49K ﹤0.01%
135
2448
$6.45K ﹤0.01%
513
+2
2449
$6.43K ﹤0.01%
7,264
-6,720
2450
$6.43K ﹤0.01%
67
96 97
98
99 100