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
2801
$2.65K ﹤0.01%
40
-25
2802
$2.65K ﹤0.01%
95
-550
2803
$2.64K ﹤0.01%
26
-118
2804
$2.63K ﹤0.01%
155
2805
$2.63K ﹤0.01%
116
-1,047
2806
$2.63K ﹤0.01%
40
-123
2807
$2.61K ﹤0.01%
1,000
-1,000
2808
$2.61K ﹤0.01%
47
-200
2809
$2.6K ﹤0.01%
67
-35
2810
$2.6K ﹤0.01%
1,000
2811
$2.58K ﹤0.01%
23
-209
2812
$2.57K ﹤0.01%
205
-1,062
2813
$2.56K ﹤0.01%
102
-164
2814
$2.55K ﹤0.01%
150
-100
2815
$2.54K ﹤0.01%
100
2816
$2.53K ﹤0.01%
150
-4,249
2817
$2.52K ﹤0.01%
155
-3,159
2818
$2.52K ﹤0.01%
63
-2
2819
$2.52K ﹤0.01%
42
-159
2820
$2.5K ﹤0.01%
300
2821
$2.5K ﹤0.01%
27
-255
2822
$2.5K ﹤0.01%
495
2823
$2.48K ﹤0.01%
60
2824
$2.47K ﹤0.01%
41
2825
$2.47K ﹤0.01%
103
111 112
113
114 115