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
1651
$42.7K ﹤0.01%
1,333
-2,894
1652
$42.6K ﹤0.01%
844
-1,399
1653
$42.4K ﹤0.01%
4,387
-4,205
1654
$42.3K ﹤0.01%
280
-241
1655
$42.1K ﹤0.01%
506
-269
1656
$42K ﹤0.01%
1,193
-82
1657
$42K ﹤0.01%
406
+344
1658
$41.8K ﹤0.01%
1,685
-136
1659
$41.7K ﹤0.01%
2,085
-1,428
1660
$41.7K ﹤0.01%
336
-234
1661
$41.7K ﹤0.01%
2,229
-136
1662
$41.5K ﹤0.01%
1,727
1663
$41.4K ﹤0.01%
1,309
-2,179
1664
$41.4K ﹤0.01%
531
-400
1665
$41.1K ﹤0.01%
641
1666
$41K ﹤0.01%
854
-88
1667
$41K ﹤0.01%
296
-262
1668
$40.9K ﹤0.01%
433
-2,058
1669
$40.8K ﹤0.01%
1,356
-2,642
1670
$40.7K ﹤0.01%
2,000
-2,500
1671
$40.7K ﹤0.01%
704
-3,422
1672
$40.6K ﹤0.01%
2,014
-25,594
1673
$40.4K ﹤0.01%
656
-390
1674
$40.3K ﹤0.01%
932
-646
1675
$40.3K ﹤0.01%
1,569
+536
65 66
67
68 69