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
1701
$38.8K ﹤0.01%
395
-2,317
1702
$38.8K ﹤0.01%
571
-123
1703
$38.7K ﹤0.01%
1,598
-5,813
1704
$38.4K ﹤0.01%
1,226
-1,895
1705
$38.3K ﹤0.01%
2,660
-1,856
1706
$38.3K ﹤0.01%
854
-1,311
1707
$38.1K ﹤0.01%
202
-2,044
1708
$38.1K ﹤0.01%
4
-2
1709
$37.9K ﹤0.01%
815
-12,520
1710
$37.9K ﹤0.01%
465
-62
1711
$37.8K ﹤0.01%
52
-63
1712
$37.8K ﹤0.01%
+200
1713
$37.7K ﹤0.01%
1,544
-9,046
1714
$37.6K ﹤0.01%
1,553
-1,544
1715
$37.5K ﹤0.01%
1,090
-2,546
1716
$37.5K ﹤0.01%
1,500
-463
1717
$37.5K ﹤0.01%
468
-972
1718
$37.3K ﹤0.01%
2,891
-7,672
1719
$37.3K ﹤0.01%
1,914
-264
1720
$37.1K ﹤0.01%
2,770
-1,020
1721
$37.1K ﹤0.01%
928
-4,258
1722
$37.1K ﹤0.01%
500
1723
$37K ﹤0.01%
552
-359
1724
$37K ﹤0.01%
652
-2,697
1725
$37K ﹤0.01%
1,266
-37,542
67 68
69
70 71