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
2551
$5.16K ﹤0.01%
179
-623
2552
$5.16K ﹤0.01%
92
-345
2553
$5.11K ﹤0.01%
125
-53
2554
$5.1K ﹤0.01%
110
-135
2555
$5.09K ﹤0.01%
350
2556
$5.07K ﹤0.01%
300
-27
2557
$5.05K ﹤0.01%
337
-150
2558
$5.05K ﹤0.01%
200
2559
$5.03K ﹤0.01%
200
2560
$5.02K ﹤0.01%
+203
2561
$5.02K ﹤0.01%
54
-2,622
2562
$5.01K ﹤0.01%
168
-612
2563
$5.01K ﹤0.01%
104
-348
2564
$4.97K ﹤0.01%
13
-210
2565
$4.96K ﹤0.01%
100
2566
$4.96K ﹤0.01%
67
-834
2567
$4.94K ﹤0.01%
99
-33
2568
$4.94K ﹤0.01%
494
-1,847
2569
$4.94K ﹤0.01%
+300
2570
$4.94K ﹤0.01%
400
-16,068
2571
$4.9K ﹤0.01%
229
-1,827
2572
$4.9K ﹤0.01%
200
2573
$4.88K ﹤0.01%
54
-293
2574
$4.86K ﹤0.01%
121
-4
2575
$4.86K ﹤0.01%
405
101 102
103
104 105