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
1476
$61K ﹤0.01%
1,530
-8,291
1477
$60.9K ﹤0.01%
636
-1,154
1478
$60.8K ﹤0.01%
1,568
-3,295
1479
$60.7K ﹤0.01%
2,416
1480
$60.7K ﹤0.01%
604
-667
1481
$60.6K ﹤0.01%
2,911
-53
1482
$60.6K ﹤0.01%
1,768
-2,475
1483
$60.5K ﹤0.01%
5,000
+3,327
1484
$60.3K ﹤0.01%
968
-9,152
1485
$60.3K ﹤0.01%
633
-77
1486
$60.1K ﹤0.01%
2,340
-8,524
1487
$60K ﹤0.01%
439
-428
1488
$60K ﹤0.01%
851
-353
1489
$59.6K ﹤0.01%
511
-9,663
1490
$59.6K ﹤0.01%
2,075
+2,000
1491
$59.4K ﹤0.01%
494
-860
1492
$59.2K ﹤0.01%
2,441
-45,079
1493
$59.1K ﹤0.01%
554
-305
1494
$58.9K ﹤0.01%
1,819
-2,854
1495
$58.9K ﹤0.01%
1,386
-219
1496
$58.9K ﹤0.01%
929
-311
1497
$58.8K ﹤0.01%
3,070
-168
1498
$58.8K ﹤0.01%
587
-1,310
1499
$58.8K ﹤0.01%
2,400
1500
$58.5K ﹤0.01%
1,975
+1,709
58 59
60
61 62