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
2976
$1.52K ﹤0.01%
9
-196
2977
$1.52K ﹤0.01%
39
-3
2978
$1.52K ﹤0.01%
46
2979
$1.5K ﹤0.01%
69
+11
2980
$1.5K ﹤0.01%
89
+1
2981
$1.48K ﹤0.01%
212
-1,844
2982
$1.48K ﹤0.01%
28
-46
2983
$1.47K ﹤0.01%
16
-391
2984
$1.47K ﹤0.01%
184
-184
2985
$1.47K ﹤0.01%
300
-300
2986
$1.46K ﹤0.01%
38
2987
$1.46K ﹤0.01%
47
-796
2988
$1.45K ﹤0.01%
69
-697
2989
$1.45K ﹤0.01%
55
-516
2990
$1.44K ﹤0.01%
262
-2
2991
$1.44K ﹤0.01%
100
2992
$1.43K ﹤0.01%
100
-100
2993
$1.43K ﹤0.01%
42
-331
2994
$1.42K ﹤0.01%
606
-2,432
2995
$1.42K ﹤0.01%
87
2996
$1.41K ﹤0.01%
33
-817
2997
$1.4K ﹤0.01%
29
-608
2998
$1.4K ﹤0.01%
55
-560
2999
$1.4K ﹤0.01%
330
-43
3000
$1.4K ﹤0.01%
202
-565
118 119
120
121 122