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
2701
$3.51K ﹤0.01%
48
-2
2702
$3.5K ﹤0.01%
190
-409
2703
$3.48K ﹤0.01%
185
-1,015
2704
$3.47K ﹤0.01%
48
-952
2705
$3.46K ﹤0.01%
66
-2,842
2706
$3.45K ﹤0.01%
139
-7,648
2707
$3.45K ﹤0.01%
100
-413
2708
$3.43K ﹤0.01%
52
-64
2709
$3.42K ﹤0.01%
93
2710
$3.42K ﹤0.01%
67
+9
2711
$3.41K ﹤0.01%
170
-123
2712
$3.41K ﹤0.01%
49
-592
2713
$3.4K ﹤0.01%
96
-2,624
2714
$3.4K ﹤0.01%
50
2715
$3.39K ﹤0.01%
140
-485
2716
$3.39K ﹤0.01%
44
-14
2717
$3.39K ﹤0.01%
50
2718
$3.38K ﹤0.01%
94
-412
2719
$3.37K ﹤0.01%
59
-11
2720
$3.34K ﹤0.01%
15
-467
2721
$3.34K ﹤0.01%
267
-1,048
2722
$3.33K ﹤0.01%
66
-96
2723
$3.32K ﹤0.01%
49
-525
2724
$3.32K ﹤0.01%
7,000
2725
$3.31K ﹤0.01%
250
107 108
109
110 111