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
2776
$2.85K ﹤0.01%
+62
2777
$2.84K ﹤0.01%
188
-188
2778
$2.84K ﹤0.01%
94
-613
2779
$2.83K ﹤0.01%
80
-18
2780
$2.82K ﹤0.01%
125
-124
2781
$2.82K ﹤0.01%
8
-18
2782
$2.81K ﹤0.01%
121
-390
2783
$2.8K ﹤0.01%
207
-680
2784
$2.8K ﹤0.01%
200
-23
2785
$2.8K ﹤0.01%
40
-112
2786
$2.79K ﹤0.01%
142
-60
2787
$2.78K ﹤0.01%
+1
2788
$2.78K ﹤0.01%
+159
2789
$2.78K ﹤0.01%
92
+63
2790
$2.78K ﹤0.01%
111
-301
2791
$2.77K ﹤0.01%
45
-900
2792
$2.75K ﹤0.01%
80
-50
2793
$2.74K ﹤0.01%
60
+18
2794
$2.74K ﹤0.01%
250
-54
2795
$2.73K ﹤0.01%
114
-12,942
2796
$2.72K ﹤0.01%
303
2797
$2.71K ﹤0.01%
103
-102
2798
$2.71K ﹤0.01%
500
-2,040
2799
$2.7K ﹤0.01%
73
-64
2800
$2.66K ﹤0.01%
438
-355
110 111
112
113 114