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
1301
$89.6K ﹤0.01%
2,695
-2,783
1302
$89.5K ﹤0.01%
1,867
-1,373
1303
$89.4K ﹤0.01%
3,595
-141
1304
$89.1K ﹤0.01%
3,846
-3,117
1305
$89.1K ﹤0.01%
690
-596
1306
$89K ﹤0.01%
1,867
+1,379
1307
$88.6K ﹤0.01%
2,972
-18,597
1308
$88.5K ﹤0.01%
2,330
-29,714
1309
$88.5K ﹤0.01%
6,805
-991
1310
$88.4K ﹤0.01%
1,522
-987
1311
$88.1K ﹤0.01%
3,603
-4,615
1312
$88K ﹤0.01%
1,200
-18
1313
$88K ﹤0.01%
2,687
+1,609
1314
$87.7K ﹤0.01%
825
-5,213
1315
$87.7K ﹤0.01%
591
-849
1316
$87.5K ﹤0.01%
669
-2,757
1317
$87.4K ﹤0.01%
594
-1,184
1318
$87.3K ﹤0.01%
2,761
-524
1319
$87.3K ﹤0.01%
955
-11,282
1320
$87.1K ﹤0.01%
4,469
1321
$87K ﹤0.01%
573
-1,855
1322
$86.8K ﹤0.01%
25,000
1323
$86.6K ﹤0.01%
1,379
-113
1324
$86.3K ﹤0.01%
3,419
-975
1325
$86.3K ﹤0.01%
2,679
+33
51 52
53
54 55