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
2851
$2.3K ﹤0.01%
+100
2852
$2.3K ﹤0.01%
30
+17
2853
$2.27K ﹤0.01%
72
-78,224
2854
$2.26K ﹤0.01%
21
-95
2855
$2.26K ﹤0.01%
69
-12
2856
$2.25K ﹤0.01%
+90
2857
$2.25K ﹤0.01%
31
-39
2858
$2.23K ﹤0.01%
95
-40
2859
$2.22K ﹤0.01%
+225
2860
$2.22K ﹤0.01%
59
-580
2861
$2.22K ﹤0.01%
18
-105
2862
$2.21K ﹤0.01%
47
-70
2863
$2.21K ﹤0.01%
+12
2864
$2.19K ﹤0.01%
150
-316
2865
$2.17K ﹤0.01%
200
+194
2866
$2.17K ﹤0.01%
+73
2867
$2.17K ﹤0.01%
3
-79
2868
$2.16K ﹤0.01%
1,520
-38,000
2869
$2.16K ﹤0.01%
38
-1,469
2870
$2.15K ﹤0.01%
+260
2871
$2.15K ﹤0.01%
22
-59
2872
$2.15K ﹤0.01%
100
-1,700
2873
$2.15K ﹤0.01%
28
-98
2874
$2.13K ﹤0.01%
86
-3,914
2875
$2.13K ﹤0.01%
47
-213
113 114
115
116 117