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
1376
$77.4K ﹤0.01%
5,541
+3,527
1377
$77.3K ﹤0.01%
1,590
-716
1378
$77.3K ﹤0.01%
4,182
-1,354
1379
$77.3K ﹤0.01%
907
-144
1380
$77.2K ﹤0.01%
922
+224
1381
$77.1K ﹤0.01%
3,491
-22,691
1382
$76.9K ﹤0.01%
3,017
-2,406
1383
$76.8K ﹤0.01%
1,652
-2,014
1384
$76.4K ﹤0.01%
+1,897
1385
$76.3K ﹤0.01%
2,079
-556
1386
$76.2K ﹤0.01%
2,051
-2,402
1387
$76.1K ﹤0.01%
658
-197
1388
$75.9K ﹤0.01%
7,260
-4,952
1389
$75.9K ﹤0.01%
171
-7
1390
$75.3K ﹤0.01%
951
-285
1391
$74.4K ﹤0.01%
+5,195
1392
$73.8K ﹤0.01%
4,272
-2,689
1393
$73.6K ﹤0.01%
1,581
+49
1394
$73.4K ﹤0.01%
2,997
-211
1395
$73.3K ﹤0.01%
2,193
-1,800
1396
$73.3K ﹤0.01%
391
-583
1397
$73.2K ﹤0.01%
525
-4
1398
$72.9K ﹤0.01%
3,145
-42,790
1399
$72.9K ﹤0.01%
1,638
-58,626
1400
$72.8K ﹤0.01%
4,330
+1,163
54 55
56
57 58