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
1176
$117K 0.01%
5,881
-22,606
1177
$117K 0.01%
4,388
-2,280
1178
$117K 0.01%
17,409
1179
$117K 0.01%
920
-340
1180
$116K 0.01%
6,032
-6,320
1181
$116K 0.01%
5,825
+1,213
1182
$115K 0.01%
6,344
-3,339
1183
$115K 0.01%
2,393
+2,256
1184
$115K 0.01%
1,971
-1,198
1185
$115K 0.01%
3,193
-3,762
1186
$115K 0.01%
2,701
-720
1187
$115K 0.01%
3,188
+319
1188
$115K 0.01%
3,070
-211
1189
$115K 0.01%
4,985
-1,081
1190
$114K 0.01%
3,295
-1,702
1191
$114K 0.01%
2,117
-477
1192
$114K 0.01%
3,566
-30,384
1193
$113K ﹤0.01%
2,250
1194
$113K ﹤0.01%
1,702
+354
1195
$113K ﹤0.01%
9,102
-9,118
1196
$113K ﹤0.01%
4,295
-4,591
1197
$113K ﹤0.01%
2,436
-4,466
1198
$113K ﹤0.01%
2,036
-23,940
1199
$113K ﹤0.01%
1,498
-580
1200
$113K ﹤0.01%
7,241
-14,590
46 47
48
49 50