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
1676
$40.2K ﹤0.01%
362
-1,481
1677
$40.2K ﹤0.01%
5,040
-557
1678
$40.2K ﹤0.01%
6,085
-3,390
1679
$40.1K ﹤0.01%
505
+105
1680
$40.1K ﹤0.01%
3,035
-2,602
1681
$40K ﹤0.01%
1,590
1682
$40K ﹤0.01%
10,492
-10,115
1683
$39.9K ﹤0.01%
1,000
1684
$39.9K ﹤0.01%
1,596
-273
1685
$39.9K ﹤0.01%
2,350
-71
1686
$39.8K ﹤0.01%
1,053
-3,958
1687
$39.7K ﹤0.01%
1,114
+379
1688
$39.7K ﹤0.01%
1,237
+368
1689
$39.6K ﹤0.01%
3,800
-4,019
1690
$39.6K ﹤0.01%
592
-512
1691
$39.6K ﹤0.01%
519
-958
1692
$39.4K ﹤0.01%
1,523
-74
1693
$39.3K ﹤0.01%
1,287
-535
1694
$39.1K ﹤0.01%
1,385
-3,730
1695
$39.1K ﹤0.01%
1,330
-410
1696
$39.1K ﹤0.01%
1,404
-67,180
1697
$39K ﹤0.01%
+300
1698
$39K ﹤0.01%
697
-1,024
1699
$39K ﹤0.01%
1,985
+1,981
1700
$38.9K ﹤0.01%
3,000
66 67
68
69 70