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
1501
$58.3K ﹤0.01%
6,110
-7,795
1502
$58.2K ﹤0.01%
1,570
-4,053
1503
$58K ﹤0.01%
1,130
-226
1504
$57.6K ﹤0.01%
1,328
-16,168
1505
$57.4K ﹤0.01%
6,000
+4,334
1506
$57.3K ﹤0.01%
1,232
-622
1507
$57.3K ﹤0.01%
2,278
-4,504
1508
$57.2K ﹤0.01%
624
+157
1509
$57.1K ﹤0.01%
755
-207
1510
$57.1K ﹤0.01%
+606
1511
$57K ﹤0.01%
2,231
-1,601
1512
$56.8K ﹤0.01%
105
1513
$56.8K ﹤0.01%
3,657
-5,116
1514
$56.6K ﹤0.01%
9,793
-7,734
1515
$56.6K ﹤0.01%
+4,938
1516
$56.2K ﹤0.01%
1,179
-6
1517
$56.2K ﹤0.01%
4,349
+28
1518
$56.1K ﹤0.01%
1,124
+11
1519
$55.8K ﹤0.01%
467
-2,606
1520
$55.6K ﹤0.01%
1,142
-134
1521
$55.5K ﹤0.01%
814
-739
1522
$55.4K ﹤0.01%
1,787
+304
1523
$55.2K ﹤0.01%
909
-1,268
1524
$55K ﹤0.01%
11,000
-11
1525
$55K ﹤0.01%
1,507
-445
59 60
61
62 63