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
1426
$67.6K ﹤0.01%
2,935
-13,574
1427
$67.5K ﹤0.01%
3,857
-750
1428
$67.5K ﹤0.01%
991
-155
1429
$67.5K ﹤0.01%
12,500
-205
1430
$67.5K ﹤0.01%
6,943
-29,873
1431
$67.2K ﹤0.01%
3,629
1432
$67.2K ﹤0.01%
2,038
-480
1433
$67.1K ﹤0.01%
582
-922
1434
$66.9K ﹤0.01%
1,431
-819
1435
$66.6K ﹤0.01%
10,000
1436
$66.6K ﹤0.01%
2,201
-3,352
1437
$65.8K ﹤0.01%
2,776
-4,727
1438
$65.6K ﹤0.01%
1,460
-197
1439
$65.5K ﹤0.01%
+2,862
1440
$65.3K ﹤0.01%
1,242
-10,151
1441
$65.2K ﹤0.01%
1,304
-1,704
1442
$65K ﹤0.01%
1,836
-2,200
1443
$65K ﹤0.01%
+1,000
1444
$64.9K ﹤0.01%
2,225
-487
1445
$64.7K ﹤0.01%
7,146
-2,257
1446
$64.5K ﹤0.01%
847
-12,344
1447
$64.5K ﹤0.01%
+1,249
1448
$64.3K ﹤0.01%
7,343
-939
1449
$64.1K ﹤0.01%
3,155
1450
$64K ﹤0.01%
1,502
-49
56 57
58
59 60