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
1626
$45.4K ﹤0.01%
+1,817
1627
$45.3K ﹤0.01%
4,045
-3,520
1628
$45.1K ﹤0.01%
225
-263
1629
$45.1K ﹤0.01%
5,056
-640
1630
$45.1K ﹤0.01%
117
-838
1631
$45K ﹤0.01%
1,151
-6,122
1632
$44.9K ﹤0.01%
1,296
-493
1633
$44.8K ﹤0.01%
958
-2,922
1634
$44.7K ﹤0.01%
942
-10,332
1635
$44.7K ﹤0.01%
3,990
+2
1636
$44.7K ﹤0.01%
2,509
+509
1637
$44.7K ﹤0.01%
1,565
-200
1638
$44.4K ﹤0.01%
806
-3,337
1639
$44.4K ﹤0.01%
604
-427
1640
$44.3K ﹤0.01%
1,386
-2,175
1641
$44.2K ﹤0.01%
1,974
-974
1642
$44.1K ﹤0.01%
518
-13
1643
$44K ﹤0.01%
+401
1644
$44K ﹤0.01%
1,769
-375
1645
$43.5K ﹤0.01%
1,214
-53,237
1646
$43.3K ﹤0.01%
6,585
-21,615
1647
$43.3K ﹤0.01%
3,465
-217
1648
$43.3K ﹤0.01%
1,149
-716
1649
$43.2K ﹤0.01%
527
-4,497
1650
$43K ﹤0.01%
4,088
-7,741
64 65
66
67 68