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
2926
$1.8K ﹤0.01%
19
-38
2927
$1.79K ﹤0.01%
57
-1,196
2928
$1.79K ﹤0.01%
3
2929
$1.78K ﹤0.01%
50
-98
2930
$1.78K ﹤0.01%
100
-441
2931
$1.78K ﹤0.01%
51
-128
2932
$1.78K ﹤0.01%
46
-8,347
2933
$1.78K ﹤0.01%
60
2934
– –
0
2935
$1.76K ﹤0.01%
43
2936
$1.75K ﹤0.01%
23
-6
2937
$1.74K ﹤0.01%
72
+1
2938
$1.73K ﹤0.01%
170
2939
$1.73K ﹤0.01%
73
-838
2940
$1.73K ﹤0.01%
100
-100
2941
$1.72K ﹤0.01%
75
-844
2942
$1.72K ﹤0.01%
47
-70
2943
$1.71K ﹤0.01%
50
-1
2944
$1.69K ﹤0.01%
+56
2945
$1.69K ﹤0.01%
200
2946
$1.68K ﹤0.01%
97
-19,703
2947
$1.68K ﹤0.01%
26
-1,394
2948
$1.68K ﹤0.01%
600
-105
2949
$1.68K ﹤0.01%
158
-196
2950
$1.67K ﹤0.01%
+44
116 117
118
119 120