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
3001
$1.38K ﹤0.01%
35
+31
3002
$1.38K ﹤0.01%
68
+1
3003
$1.38K ﹤0.01%
68
-68
3004
$1.38K ﹤0.01%
18
-3
3005
$1.38K ﹤0.01%
162
3006
$1.37K ﹤0.01%
40
-260
3007
$1.37K ﹤0.01%
25
-4
3008
$1.37K ﹤0.01%
36
-95
3009
$1.37K ﹤0.01%
+5
3010
$1.37K ﹤0.01%
336
-337
3011
$1.37K ﹤0.01%
106
3012
$1.37K ﹤0.01%
130
-3,656
3013
$1.37K ﹤0.01%
16
-34
3014
$1.36K ﹤0.01%
65
-16
3015
$1.36K ﹤0.01%
59
-50
3016
$1.36K ﹤0.01%
60
-942
3017
$1.35K ﹤0.01%
68
-18
3018
$1.34K ﹤0.01%
34
-250
3019
$1.34K ﹤0.01%
26
-3,331
3020
$1.33K ﹤0.01%
88
-3,030
3021
$1.32K ﹤0.01%
19
-84
3022
$1.31K ﹤0.01%
100
-292
3023
$1.31K ﹤0.01%
84
+55
3024
$1.31K ﹤0.01%
24
-61
3025
$1.3K ﹤0.01%
11
-10
119 120
121
122 123