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
1326
$86.2K ﹤0.01%
101
-74
1327
$86.1K ﹤0.01%
2,447
-911
1328
$85.9K ﹤0.01%
1,366
-121
1329
$85.5K ﹤0.01%
1,394
-2,351
1330
$85.3K ﹤0.01%
3,793
+3,592
1331
$85.2K ﹤0.01%
3,443
-6,101
1332
$85K ﹤0.01%
1,292
-4,076
1333
$85K ﹤0.01%
2,637
-1,673
1334
$85K ﹤0.01%
1,731
-3,091
1335
$84.8K ﹤0.01%
+1,079
1336
$84.7K ﹤0.01%
3,472
-212
1337
$84.7K ﹤0.01%
1,544
-2,996
1338
$84.7K ﹤0.01%
518
-303
1339
$84.6K ﹤0.01%
5,626
-64,722
1340
$84.4K ﹤0.01%
1,495
-18,737
1341
$83.4K ﹤0.01%
614
-18,881
1342
$83.3K ﹤0.01%
1,070
-32,668
1343
$83.2K ﹤0.01%
997
-1,132
1344
$82.8K ﹤0.01%
2,937
-2,016
1345
$82.6K ﹤0.01%
7,104
-6,145
1346
$82.6K ﹤0.01%
1,575
-746
1347
$82.2K ﹤0.01%
8,700
-1,900
1348
$81.9K ﹤0.01%
242
-226
1349
$81.9K ﹤0.01%
2,770
-5,542
1350
$81.6K ﹤0.01%
1,802
-3,500
52 53
54
55 56