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
2751
$3.1K ﹤0.01%
142
-120
2752
$3.08K ﹤0.01%
133
-1,393
2753
$3.08K ﹤0.01%
85
-398
2754
$3.08K ﹤0.01%
123
+110
2755
$3.06K ﹤0.01%
58
-336
2756
$3.06K ﹤0.01%
6
-27
2757
$3.05K ﹤0.01%
206
-562
2758
$3.04K ﹤0.01%
1
2759
$3.03K ﹤0.01%
148
-7
2760
$3.02K ﹤0.01%
69
2761
$3.02K ﹤0.01%
20
-48
2762
$3.01K ﹤0.01%
100
-12,223
2763
$2.98K ﹤0.01%
32
-73
2764
$2.98K ﹤0.01%
50
-534
2765
$2.97K ﹤0.01%
35
2766
$2.96K ﹤0.01%
25
-299
2767
$2.96K ﹤0.01%
59
-31
2768
$2.96K ﹤0.01%
264
-3,000
2769
$2.95K ﹤0.01%
97
-762
2770
$2.94K ﹤0.01%
31
-40
2771
$2.93K ﹤0.01%
50
-50
2772
$2.9K ﹤0.01%
2,000
-1,000
2773
$2.9K ﹤0.01%
314
-188
2774
$2.89K ﹤0.01%
115
2775
$2.87K ﹤0.01%
116
-118
109 110
111
112 113