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
2651
$4.07K ﹤0.01%
37
-68
2652
$4.06K ﹤0.01%
67
-710
2653
$4.04K ﹤0.01%
366
-416
2654
$4.03K ﹤0.01%
146
2655
$4.01K ﹤0.01%
500
2656
$4.01K ﹤0.01%
319
-121
2657
$4K ﹤0.01%
160
-7,421
2658
$4K ﹤0.01%
97
-17
2659
$4K ﹤0.01%
187
-732
2660
$3.99K ﹤0.01%
265
-518
2661
$3.98K ﹤0.01%
51
-257
2662
$3.97K ﹤0.01%
104
-1,564
2663
$3.96K ﹤0.01%
150
-153
2664
$3.94K ﹤0.01%
259
2665
$3.92K ﹤0.01%
135
-57
2666
$3.91K ﹤0.01%
93
-2,046
2667
$3.9K ﹤0.01%
112
-725
2668
$3.9K ﹤0.01%
50
-70
2669
$3.87K ﹤0.01%
75
2670
$3.87K ﹤0.01%
81
-26
2671
$3.86K ﹤0.01%
375
2672
$3.85K ﹤0.01%
267
-98
2673
$3.85K ﹤0.01%
67
-15
2674
$3.83K ﹤0.01%
153
-335
2675
$3.81K ﹤0.01%
66
-2,743
105 106
107
108 109