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
1401
$72.6K ﹤0.01%
770
-3,674
1402
$72.6K ﹤0.01%
287
-224
1403
$72.6K ﹤0.01%
488
-10,649
1404
$72.4K ﹤0.01%
745
-1,736
1405
$72.2K ﹤0.01%
1,359
-7,376
1406
$71.9K ﹤0.01%
263
-60
1407
$71.5K ﹤0.01%
2,815
1408
$71.3K ﹤0.01%
1,870
-1,717
1409
$71.3K ﹤0.01%
1,856
-60,560
1410
$71.1K ﹤0.01%
2,937
-614
1411
$71.1K ﹤0.01%
7,185
+3,874
1412
$70.8K ﹤0.01%
2,645
-160
1413
$70.8K ﹤0.01%
2,813
-179
1414
$70.7K ﹤0.01%
2,032
-266
1415
$70.6K ﹤0.01%
2,309
-4,294
1416
$70.2K ﹤0.01%
3,599
-693
1417
$70.1K ﹤0.01%
2,276
+113
1418
$69.6K ﹤0.01%
5,516
-4,817
1419
$69.2K ﹤0.01%
3,000
-15,580
1420
$69K ﹤0.01%
100,000
-16,019
1421
$69K ﹤0.01%
2,137
-452
1422
$68.5K ﹤0.01%
4,579
-1,701
1423
$68.3K ﹤0.01%
2,717
+56
1424
$68.2K ﹤0.01%
1,385
+74
1425
$67.8K ﹤0.01%
1,209
-146,639
55 56
57
58 59