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
1201
$112K ﹤0.01%
4,841
-2,264
1202
$112K ﹤0.01%
1,095
+25
1203
$112K ﹤0.01%
5,568
+4,042
1204
$112K ﹤0.01%
3,674
-1,650
1205
$112K ﹤0.01%
6,004
-23,136
1206
$112K ﹤0.01%
1,403
-209
1207
$111K ﹤0.01%
1,207
-2,197
1208
$111K ﹤0.01%
5,547
+618
1209
$110K ﹤0.01%
359
-741
1210
$110K ﹤0.01%
11,260
-1,000
1211
$110K ﹤0.01%
968
-4,428
1212
$110K ﹤0.01%
866
-62
1213
$110K ﹤0.01%
3,219
-2,990
1214
$109K ﹤0.01%
2,352
-69,465
1215
$109K ﹤0.01%
2,157
+381
1216
$108K ﹤0.01%
7,516
-5,446
1217
$108K ﹤0.01%
8,332
-6,548
1218
$108K ﹤0.01%
9,400
-9,800
1219
$108K ﹤0.01%
3,591
-27,768
1220
$108K ﹤0.01%
855
-451
1221
$108K ﹤0.01%
3,004
-1,817
1222
$107K ﹤0.01%
1,657
+23
1223
$107K ﹤0.01%
1,586
-283
1224
$107K ﹤0.01%
9,644
-361
1225
$107K ﹤0.01%
4,890
-88,467
47 48
49
50 51