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
2676
$3.79K ﹤0.01%
91
-2
2677
$3.78K ﹤0.01%
47
-27
2678
$3.77K ﹤0.01%
204
-1,012
2679
$3.76K ﹤0.01%
60
2680
$3.74K ﹤0.01%
110
-502
2681
$3.73K ﹤0.01%
172
-520
2682
$3.73K ﹤0.01%
327
-512
2683
$3.72K ﹤0.01%
350
+316
2684
$3.7K ﹤0.01%
36
2685
$3.68K ﹤0.01%
76
-802
2686
$3.67K ﹤0.01%
167
-458
2687
$3.66K ﹤0.01%
48
-408
2688
$3.64K ﹤0.01%
+192
2689
$3.63K ﹤0.01%
142
-2,247
2690
$3.63K ﹤0.01%
39
-135
2691
$3.63K ﹤0.01%
250
2692
$3.62K ﹤0.01%
147
2693
$3.6K ﹤0.01%
195
-770
2694
$3.6K ﹤0.01%
125
-3
2695
$3.59K ﹤0.01%
225
2696
$3.58K ﹤0.01%
150
-50
2697
$3.55K ﹤0.01%
200
-325
2698
$3.54K ﹤0.01%
75
+32
2699
$3.53K ﹤0.01%
124
2700
$3.53K ﹤0.01%
100
106 107
108
109 110