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
1276
$95K ﹤0.01%
2,364
+4
1277
$94.9K ﹤0.01%
3,102
-18,800
1278
$94.7K ﹤0.01%
2,104
-4,259
1279
$94.7K ﹤0.01%
154
-52
1280
$94.6K ﹤0.01%
3,736
-1,407
1281
$94.1K ﹤0.01%
5,540
-25
1282
$93.4K ﹤0.01%
6,716
-1,870
1283
$93.3K ﹤0.01%
1,568
-886
1284
$93.2K ﹤0.01%
1,161
-80
1285
$92.9K ﹤0.01%
1,584
+1,500
1286
$92.9K ﹤0.01%
3,156
-700
1287
$92.7K ﹤0.01%
3,276
-2,100
1288
$92.6K ﹤0.01%
413
+33
1289
$92.5K ﹤0.01%
1,027
-1,756
1290
$92.1K ﹤0.01%
15,216
-1,232
1291
$91.8K ﹤0.01%
1,350
-150
1292
$91.8K ﹤0.01%
1,969
-2,869
1293
$91.1K ﹤0.01%
2,626
+620
1294
$91K ﹤0.01%
3,378
-279
1295
$90.7K ﹤0.01%
2,639
-9,955
1296
$90.6K ﹤0.01%
1,002
-877
1297
$90.4K ﹤0.01%
3,665
-526
1298
$90K ﹤0.01%
3,300
+468
1299
$89.9K ﹤0.01%
3,176
+2,313
1300
$89.8K ﹤0.01%
+3,425
50 51
52
53 54