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
1251
$101K ﹤0.01%
4,000
-402
1252
$101K ﹤0.01%
2,028
-1,247
1253
$100K ﹤0.01%
3,989
-6,370
1254
$100K ﹤0.01%
663
-430
1255
$99.8K ﹤0.01%
5,130
-8,690
1256
$99.4K ﹤0.01%
7,620
-32,437
1257
$99.1K ﹤0.01%
4,308
-7,924
1258
$98.9K ﹤0.01%
1,865
-45
1259
$98.7K ﹤0.01%
785
-241
1260
$98.7K ﹤0.01%
3,041
+2,533
1261
$98.6K ﹤0.01%
1,259
-484
1262
$98.4K ﹤0.01%
4,779
-22,140
1263
$97.8K ﹤0.01%
4,888
+3,223
1264
$97.8K ﹤0.01%
862
-453
1265
$97.6K ﹤0.01%
1,966
+562
1266
$97.2K ﹤0.01%
1,054
-1,083
1267
$96.8K ﹤0.01%
6,194
-2,668
1268
$96.7K ﹤0.01%
5,434
-7,568
1269
$96.4K ﹤0.01%
1,023
-413
1270
$96.4K ﹤0.01%
5,594
-2,944
1271
$96.3K ﹤0.01%
250
+190
1272
$96.2K ﹤0.01%
4,085
-970
1273
$96.2K ﹤0.01%
779
-303
1274
$95.7K ﹤0.01%
1,146
-2,944
1275
$95.4K ﹤0.01%
4,076
+12
49 50
51
52 53