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
3051
$1.18K ﹤0.01%
21
-203
3052
$1.17K ﹤0.01%
+134
3053
$1.17K ﹤0.01%
119
-1,804
3054
$1.16K ﹤0.01%
86
3055
$1.14K ﹤0.01%
61
-92
3056
$1.14K ﹤0.01%
45
-3,161
3057
$1.14K ﹤0.01%
+41
3058
$1.14K ﹤0.01%
335
+250
3059
$1.14K ﹤0.01%
21
-47
3060
$1.12K ﹤0.01%
52
-263
3061
$1.12K ﹤0.01%
30
3062
$1.12K ﹤0.01%
170
3063
$1.12K ﹤0.01%
50
-682
3064
$1.12K ﹤0.01%
+10
3065
$1.11K ﹤0.01%
18
-130
3066
$1.1K ﹤0.01%
44
3067
$1.09K ﹤0.01%
18
-7,747
3068
$1.08K ﹤0.01%
36
-138
3069
$1.07K ﹤0.01%
52
-13
3070
$1.07K ﹤0.01%
21
3071
$1.06K ﹤0.01%
+43
3072
$1.06K ﹤0.01%
19
-180
3073
$1.05K ﹤0.01%
43
-214
3074
– –
-1
3075
$1.02K ﹤0.01%
28
-403
121 122
123
124 125