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
2601
$4.58K ﹤0.01%
65
-20
2602
$4.57K ﹤0.01%
340
2603
$4.57K ﹤0.01%
182
-699
2604
$4.56K ﹤0.01%
39
-57
2605
$4.55K ﹤0.01%
60
-248
2606
$4.55K ﹤0.01%
200
-130
2607
$4.54K ﹤0.01%
93
-6,940
2608
$4.53K ﹤0.01%
5
-37
2609
$4.5K ﹤0.01%
168
-2,544
2610
$4.48K ﹤0.01%
49
-178
2611
$4.48K ﹤0.01%
37
-314
2612
$4.46K ﹤0.01%
167
2613
$4.45K ﹤0.01%
107
-215
2614
$4.43K ﹤0.01%
118
2615
$4.43K ﹤0.01%
283
-1,575
2616
$4.41K ﹤0.01%
136
-55
2617
$4.41K ﹤0.01%
177
+140
2618
$4.4K ﹤0.01%
124
-212
2619
$4.39K ﹤0.01%
79
-13,632
2620
$4.39K ﹤0.01%
112
-82
2621
$4.39K ﹤0.01%
175
-1,798
2622
$4.36K ﹤0.01%
328
-853
2623
$4.35K ﹤0.01%
160
-140
2624
$4.34K ﹤0.01%
500
2625
$4.32K ﹤0.01%
41
-456
103 104
105
106 107