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
2826
$2.45K ﹤0.01%
52
-64
2827
$2.44K ﹤0.01%
115
2828
$2.44K ﹤0.01%
52
2829
$2.44K ﹤0.01%
120
2830
$2.43K ﹤0.01%
249
-2,923
2831
$2.42K ﹤0.01%
145
2832
$2.42K ﹤0.01%
300
-3,627
2833
$2.42K ﹤0.01%
1,150
2834
$2.41K ﹤0.01%
34
-12
2835
$2.41K ﹤0.01%
39
-104
2836
$2.41K ﹤0.01%
190
+80
2837
$2.38K ﹤0.01%
10
-172
2838
$2.38K ﹤0.01%
13
-34
2839
$2.36K ﹤0.01%
44
-223
2840
$2.36K ﹤0.01%
35
-265
2841
$2.36K ﹤0.01%
59
-190
2842
$2.36K ﹤0.01%
20
-128
2843
$2.36K ﹤0.01%
42
-1,943
2844
$2.35K ﹤0.01%
46
-39
2845
$2.35K ﹤0.01%
135
-11
2846
$2.34K ﹤0.01%
39
-579
2847
$2.33K ﹤0.01%
276
-1,018
2848
$2.31K ﹤0.01%
+150
2849
$2.31K ﹤0.01%
57
-20,028
2850
$2.3K ﹤0.01%
119
112 113
114
115 116