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
2951
$1.67K ﹤0.01%
82
-159
2952
$1.66K ﹤0.01%
25
-7
2953
$1.66K ﹤0.01%
39
-41
2954
$1.65K ﹤0.01%
61
-707
2955
$1.64K ﹤0.01%
23
-1,223
2956
$1.64K ﹤0.01%
250
-100
2957
$1.63K ﹤0.01%
448
-200
2958
$1.61K ﹤0.01%
31
-454
2959
$1.61K ﹤0.01%
135
-2,980
2960
$1.61K ﹤0.01%
+250
2961
$1.61K ﹤0.01%
113
-48
2962
$1.6K ﹤0.01%
55
-9
2963
$1.6K ﹤0.01%
80
-476
2964
$1.59K ﹤0.01%
100
-816
2965
$1.59K ﹤0.01%
100
2966
$1.59K ﹤0.01%
400
2967
$1.58K ﹤0.01%
555
-229
2968
$1.57K ﹤0.01%
36
-194
2969
$1.57K ﹤0.01%
19
-141
2970
$1.56K ﹤0.01%
17
-73
2971
$1.55K ﹤0.01%
+62
2972
$1.55K ﹤0.01%
4
2973
$1.55K ﹤0.01%
50
-31
2974
$1.54K ﹤0.01%
53
2975
$1.54K ﹤0.01%
+61
117 118
119
120 121