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
1226
$107K ﹤0.01%
8,544
-330
1227
$107K ﹤0.01%
4,276
+18
1228
$107K ﹤0.01%
1,597
-137
1229
$106K ﹤0.01%
2,222
-27,320
1230
$106K ﹤0.01%
4,863
-4,199
1231
$106K ﹤0.01%
7,048
-6,458
1232
$106K ﹤0.01%
2,499
+96
1233
$106K ﹤0.01%
929
-2,512
1234
$105K ﹤0.01%
3,067
-6,225
1235
$105K ﹤0.01%
792
-353
1236
$105K ﹤0.01%
1,903
-5,291
1237
$104K ﹤0.01%
40,170
+2,000
1238
$104K ﹤0.01%
3,257
-171
1239
$104K ﹤0.01%
952
-1,203
1240
$103K ﹤0.01%
1,168
-2,298
1241
$103K ﹤0.01%
437
-178
1242
$103K ﹤0.01%
1,477
+65
1243
$103K ﹤0.01%
1,679
-3,606
1244
$103K ﹤0.01%
5,140
+3,293
1245
$102K ﹤0.01%
+1,704
1246
$102K ﹤0.01%
847
-187
1247
$102K ﹤0.01%
2,024
+736
1248
$101K ﹤0.01%
3,274
-587
1249
$101K ﹤0.01%
9,957
-3,951
1250
$101K ﹤0.01%
1,248
-883
48 49
50
51 52