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
2901
$1.95K ﹤0.01%
3
-18
2902
$1.94K ﹤0.01%
102
-190
2903
$1.92K ﹤0.01%
45
-89
2904
$1.92K ﹤0.01%
176
-500
2905
$1.92K ﹤0.01%
400
-150
2906
$1.91K ﹤0.01%
+150
2907
$1.91K ﹤0.01%
34
-488
2908
$1.91K ﹤0.01%
32
-9
2909
$1.9K ﹤0.01%
149
-370
2910
$1.88K ﹤0.01%
36
-668
2911
$1.88K ﹤0.01%
100
-300
2912
$1.87K ﹤0.01%
34
-14
2913
$1.87K ﹤0.01%
44
-1,492
2914
$1.86K ﹤0.01%
82
-4,327
2915
$1.86K ﹤0.01%
73
2916
$1.86K ﹤0.01%
38
-37
2917
$1.85K ﹤0.01%
69
-36
2918
$1.85K ﹤0.01%
57
-1,346
2919
$1.85K ﹤0.01%
68
-230
2920
$1.85K ﹤0.01%
33
-204
2921
$1.84K ﹤0.01%
44
-1,355
2922
$1.83K ﹤0.01%
63
-1,403
2923
$1.83K ﹤0.01%
165
2924
$1.82K ﹤0.01%
175
2925
$1.81K ﹤0.01%
500
-1,523
115 116
117
118 119