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
1551
$52.2K ﹤0.01%
4,060
-1,990
1552
$52.1K ﹤0.01%
1,242
-2,285
1553
$51.9K ﹤0.01%
2,000
1554
$51.8K ﹤0.01%
86
-37
1555
$51.8K ﹤0.01%
816
-404
1556
$51.6K ﹤0.01%
2,098
-5,131
1557
$51.4K ﹤0.01%
1,057
+755
1558
$51.4K ﹤0.01%
1,800
-1,696
1559
$51.4K ﹤0.01%
1,574
-898
1560
$51.3K ﹤0.01%
2,692
+80
1561
$51.3K ﹤0.01%
1,956
-751
1562
$51.1K ﹤0.01%
3,500
-2,923
1563
$51.1K ﹤0.01%
50
-139
1564
$50.7K ﹤0.01%
7,257
-1,857
1565
$50.6K ﹤0.01%
1,043
-27,454
1566
$50.6K ﹤0.01%
2,024
-500
1567
$50.5K ﹤0.01%
1,147
-4,375
1568
$50.5K ﹤0.01%
2,000
+569
1569
$50.4K ﹤0.01%
1,968
-8,507
1570
$50.4K ﹤0.01%
75
1571
$50.3K ﹤0.01%
2,020
+450
1572
$50.1K ﹤0.01%
4,927
-2,048
1573
$50.1K ﹤0.01%
1,380
-2,607
1574
$50K ﹤0.01%
403
-1,862
1575
$50K ﹤0.01%
2,000
-483
61 62
63
64 65