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
1526
$54.6K ﹤0.01%
433
+1
1527
$54.5K ﹤0.01%
2,200
1528
$54.4K ﹤0.01%
7,255
-10,403
1529
$54.4K ﹤0.01%
7,360
-2,868
1530
$54.4K ﹤0.01%
2,110
-1,307
1531
$54.2K ﹤0.01%
1,432
+65
1532
$54.2K ﹤0.01%
950
-5,235
1533
$54.1K ﹤0.01%
942
-3,987
1534
$54.1K ﹤0.01%
1,080
+13
1535
$54K ﹤0.01%
1,094
-63,095
1536
$53.6K ﹤0.01%
8,010
-904
1537
$53.6K ﹤0.01%
648
-3,543
1538
$53.4K ﹤0.01%
2,300
+2,150
1539
$53.4K ﹤0.01%
322
-163
1540
$53.3K ﹤0.01%
656
1541
$53.3K ﹤0.01%
1,245
-740
1542
$53.1K ﹤0.01%
862
-3,296
1543
$53.1K ﹤0.01%
+1,063
1544
$53.1K ﹤0.01%
905
1545
$53K ﹤0.01%
3,451
-8,168
1546
$53K ﹤0.01%
865
-604
1547
$53K ﹤0.01%
2,202
-1,855
1548
$52.8K ﹤0.01%
2,755
+290
1549
$52.7K ﹤0.01%
356
-1,013
1550
$52.7K ﹤0.01%
2,334
-6,247
60 61
62
63 64