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
$2.3B
AUM Growth
-$1.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,711
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$18.4M
3
+$14.2M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$13.8M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$12.4M

Top Sells

1
+$110M
2
+$59.4M
3
+$49.6M
4
AMZN icon
Amazon
AMZN
+$44.7M
5
AAPL icon
Apple
AAPL
+$38M

Sector Composition

1 Communication Services 8.64%
2 Consumer Discretionary 4.54%
3 Technology 4.42%
4 Financials 3%
5 Healthcare 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
$5.45K ﹤0.01%
81
-1,017
2527
$5.42K ﹤0.01%
70
-1,436
2528
$5.41K ﹤0.01%
+220
2529
$5.41K ﹤0.01%
123
-225
2530
$5.37K ﹤0.01%
1,500
-15,000
2531
$5.37K ﹤0.01%
155
-10
2532
$5.37K ﹤0.01%
2,200
-9,080
2533
$5.36K ﹤0.01%
295
-392
2534
$5.35K ﹤0.01%
80
-435
2535
$5.35K ﹤0.01%
185
-590
2536
$5.35K ﹤0.01%
243
2537
$5.34K ﹤0.01%
380
-22,019
2538
$5.34K ﹤0.01%
92
-396
2539
$5.31K ﹤0.01%
323
-60
2540
$5.3K ﹤0.01%
210
-2,985
2541
$5.28K ﹤0.01%
214
+155
2542
$5.27K ﹤0.01%
278
-250
2543
$5.26K ﹤0.01%
108
+6
2544
$5.25K ﹤0.01%
+150
2545
$5.22K ﹤0.01%
295
2546
$5.21K ﹤0.01%
169
-219
2547
$5.2K ﹤0.01%
122
-45
2548
$5.2K ﹤0.01%
130
-370
2549
$5.18K ﹤0.01%
73
-155
2550
$5.18K ﹤0.01%
87
-66
100 101
102
103 104