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
2876
$2.13K ﹤0.01%
62
-36
2877
$2.13K ﹤0.01%
64
-65
2878
$2.12K ﹤0.01%
100
-74
2879
$2.1K ﹤0.01%
515
-1,900
2880
$2.09K ﹤0.01%
63
-23,520
2881
$2.09K ﹤0.01%
70
-1,811
2882
$2.08K ﹤0.01%
52
-248
2883
$2.07K ﹤0.01%
54
-6,000
2884
$2.06K ﹤0.01%
90
-887
2885
$2.05K ﹤0.01%
22
-162
2886
$2.04K ﹤0.01%
82
-2,587
2887
$2.04K ﹤0.01%
8
-9
2888
$2.04K ﹤0.01%
23
-11
2889
$2.04K ﹤0.01%
47
2890
$2.02K ﹤0.01%
22
-830
2891
$2.02K ﹤0.01%
5
-3,700
2892
$2.02K ﹤0.01%
81
-28
2893
$2.02K ﹤0.01%
26
2894
$2.01K ﹤0.01%
445
+68
2895
$2K ﹤0.01%
125
-135
2896
$1.98K ﹤0.01%
97
-76
2897
$1.98K ﹤0.01%
67
-1,036
2898
$1.98K ﹤0.01%
24
2899
$1.98K ﹤0.01%
335
-209
2900
$1.96K ﹤0.01%
+127
114 115
116
117 118