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
3026
$1.29K ﹤0.01%
7
3027
$1.29K ﹤0.01%
+32
3028
$1.29K ﹤0.01%
115
3029
$1.29K ﹤0.01%
52
-514
3030
$1.28K ﹤0.01%
40
-1,010
3031
$1.28K ﹤0.01%
81
-137
3032
$1.28K ﹤0.01%
105
-31
3033
$1.28K ﹤0.01%
26
-1,177
3034
$1.26K ﹤0.01%
60
-395
3035
$1.26K ﹤0.01%
206
-3,751
3036
$1.25K ﹤0.01%
91
-2,381
3037
$1.24K ﹤0.01%
+38
3038
$1.24K ﹤0.01%
5
-13
3039
$1.23K ﹤0.01%
140
-1,717
3040
$1.23K ﹤0.01%
77
-693
3041
$1.23K ﹤0.01%
100
-27
3042
$1.22K ﹤0.01%
30
-153
3043
$1.21K ﹤0.01%
60
-4,712
3044
$1.2K ﹤0.01%
100
3045
$1.2K ﹤0.01%
+45
3046
$1.19K ﹤0.01%
36
-1,991
3047
$1.19K ﹤0.01%
123
3048
$1.19K ﹤0.01%
+34
3049
$1.19K ﹤0.01%
50
+41
3050
$1.18K ﹤0.01%
+287
120 121
122
123 124