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
2726
$3.3K ﹤0.01%
236
-55
2727
$3.3K ﹤0.01%
22
-59
2728
$3.29K ﹤0.01%
100
-100
2729
$3.28K ﹤0.01%
104
+34
2730
$3.28K ﹤0.01%
93
-100
2731
$3.27K ﹤0.01%
134
-198
2732
$3.26K ﹤0.01%
1,250
-1,600
2733
$3.26K ﹤0.01%
130
-3,944
2734
$3.26K ﹤0.01%
145
-12,478
2735
$3.25K ﹤0.01%
+130
2736
$3.22K ﹤0.01%
110
-1,121
2737
$3.22K ﹤0.01%
64
2738
$3.22K ﹤0.01%
83
-4,365
2739
$3.2K ﹤0.01%
86
-13
2740
$3.18K ﹤0.01%
2,000
-400
2741
$3.18K ﹤0.01%
230
2742
$3.17K ﹤0.01%
385
-99
2743
$3.17K ﹤0.01%
42
2744
$3.17K ﹤0.01%
157
-798
2745
$3.16K ﹤0.01%
75
-135
2746
$3.16K ﹤0.01%
100
2747
$3.15K ﹤0.01%
148
-249
2748
$3.15K ﹤0.01%
140
2749
$3.1K ﹤0.01%
71
-813
2750
$3.1K ﹤0.01%
56
-357
108 109
110
111 112