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
1576
$50K ﹤0.01%
3,215
-18,849
1577
$49.9K ﹤0.01%
2,185
-456
1578
$49.6K ﹤0.01%
1,944
-307
1579
$49.6K ﹤0.01%
3,586
-9,319
1580
$49.5K ﹤0.01%
341
+287
1581
$49.3K ﹤0.01%
1,372
-489
1582
$49.3K ﹤0.01%
1,373
-283
1583
$49K ﹤0.01%
1,723
-83
1584
$48.7K ﹤0.01%
274
-137
1585
$48.6K ﹤0.01%
1,213
-3,769
1586
$48.6K ﹤0.01%
695
-5,451
1587
$48.3K ﹤0.01%
362
-1,053
1588
$48.3K ﹤0.01%
763
-316
1589
$48.2K ﹤0.01%
1,578
-220
1590
$48.2K ﹤0.01%
1,563
-2,168
1591
$48.2K ﹤0.01%
2,129
-8
1592
$48K ﹤0.01%
1,830
1593
$47.9K ﹤0.01%
1,372
-333
1594
$47.8K ﹤0.01%
796
-2,401
1595
$47.6K ﹤0.01%
3,004
+2,350
1596
$47.6K ﹤0.01%
710
1597
$47.5K ﹤0.01%
667
+7
1598
$47.5K ﹤0.01%
1,474
-386
1599
$47.5K ﹤0.01%
4,731
-1,000
1600
$47.4K ﹤0.01%
255
-184
62 63
64
65 66