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
1601
$47.3K ﹤0.01%
2,629
-6,041
1602
$47.3K ﹤0.01%
394
-117
1603
$47.2K ﹤0.01%
790
1604
$47.2K ﹤0.01%
733
-658
1605
$47.1K ﹤0.01%
1,689
-4,257
1606
$47.1K ﹤0.01%
1,854
-6,439
1607
$47.1K ﹤0.01%
+941
1608
$47.1K ﹤0.01%
2,251
-149,583
1609
$46.9K ﹤0.01%
8,415
-1,867
1610
$46.9K ﹤0.01%
5,593
-5,235
1611
$46.8K ﹤0.01%
383
-289
1612
$46.8K ﹤0.01%
5,317
-9,926
1613
$46.8K ﹤0.01%
2,770
-76
1614
$46.7K ﹤0.01%
1,374
-189
1615
$46.5K ﹤0.01%
726
-441
1616
$46.4K ﹤0.01%
1,853
-6,951
1617
$46.2K ﹤0.01%
401
-1,662
1618
$46.1K ﹤0.01%
4,023
-110,519
1619
$46.1K ﹤0.01%
1,000
-224
1620
$46.1K ﹤0.01%
913
-1,525
1621
$45.9K ﹤0.01%
1,910
-336
1622
$45.9K ﹤0.01%
456
-203
1623
$45.7K ﹤0.01%
1,692
-2,618
1624
$45.7K ﹤0.01%
550
-2,410
1625
$45.5K ﹤0.01%
929
+3
63 64
65
66 67