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
1451
$64K ﹤0.01%
1,000
1452
$63.7K ﹤0.01%
2,563
1453
$63.7K ﹤0.01%
2,515
-13
1454
$63.3K ﹤0.01%
1,351
+234
1455
$63.2K ﹤0.01%
7,200
-14,900
1456
$63.1K ﹤0.01%
2,270
-2,095
1457
$63K ﹤0.01%
2,493
-2,430
1458
$62.9K ﹤0.01%
1,033
-359
1459
$62.8K ﹤0.01%
817
1460
$62.6K ﹤0.01%
1,863
+1,029
1461
$62.5K ﹤0.01%
8,833
-543
1462
$62.4K ﹤0.01%
74
-130,429
1463
$62.4K ﹤0.01%
2,448
-3,130
1464
$62.2K ﹤0.01%
1,065
-2,628
1465
$62.2K ﹤0.01%
944
-80
1466
$62.2K ﹤0.01%
3,371
-1,108
1467
$62.1K ﹤0.01%
421
-628
1468
$62.1K ﹤0.01%
4
1469
$62K ﹤0.01%
2,409
-1,775
1470
$62K ﹤0.01%
2,022
-833
1471
$61.5K ﹤0.01%
2,700
-4,206
1472
$61.1K ﹤0.01%
10,830
-9,105
1473
$61.1K ﹤0.01%
3,533
-1,171
1474
$61K ﹤0.01%
1,991
-2,943
1475
$61K ﹤0.01%
1,053
-1,348
57 58
59
60 61