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
2576
$4.82K ﹤0.01%
2,000
2577
$4.81K ﹤0.01%
187
-202
2578
$4.8K ﹤0.01%
63
+46
2579
$4.8K ﹤0.01%
192
-227
2580
$4.8K ﹤0.01%
850
-927
2581
$4.78K ﹤0.01%
268
-616
2582
$4.78K ﹤0.01%
46
-237
2583
$4.76K ﹤0.01%
142
-232
2584
$4.75K ﹤0.01%
503
-3,211
2585
$4.75K ﹤0.01%
65
-79
2586
$4.75K ﹤0.01%
1,300
2587
$4.73K ﹤0.01%
546
+299
2588
$4.73K ﹤0.01%
13
-9
2589
$4.72K ﹤0.01%
62
-47
2590
$4.72K ﹤0.01%
+400
2591
$4.71K ﹤0.01%
+368
2592
$4.7K ﹤0.01%
930
-1,070
2593
$4.66K ﹤0.01%
537
-292
2594
$4.65K ﹤0.01%
184
-1,150
2595
$4.64K ﹤0.01%
175
-412
2596
$4.63K ﹤0.01%
+1,282
2597
$4.61K ﹤0.01%
72
-342
2598
$4.61K ﹤0.01%
95
-209
2599
$4.59K ﹤0.01%
63
-11
2600
– –
0
102 103
104
105 106