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
1776
$33.2K ﹤0.01%
750
1777
$33.2K ﹤0.01%
653
-1,661
1778
$33.1K ﹤0.01%
436
+194
1779
$33K ﹤0.01%
375
1780
$33K ﹤0.01%
936
-916
1781
$32.9K ﹤0.01%
122
-481
1782
$32.8K ﹤0.01%
331
-418
1783
$32.8K ﹤0.01%
1,577
-1,799
1784
$32.6K ﹤0.01%
1,296
+112
1785
$32.6K ﹤0.01%
997
-102,706
1786
$32.6K ﹤0.01%
1,286
1787
$32.4K ﹤0.01%
5,218
-38,275
1788
$32.3K ﹤0.01%
992
+358
1789
$32.3K ﹤0.01%
260
1790
$32.3K ﹤0.01%
1,823
+215
1791
$32.2K ﹤0.01%
171
-2,162
1792
$32K ﹤0.01%
530
-107
1793
$31.9K ﹤0.01%
690
-260
1794
$31.9K ﹤0.01%
2,024
-11,896
1795
$31.8K ﹤0.01%
178
-93
1796
$31.7K ﹤0.01%
718
-262
1797
$31.6K ﹤0.01%
1,426
-367
1798
$31.5K ﹤0.01%
651
-1,291
1799
$31.4K ﹤0.01%
1,009
-1,399
1800
$31.4K ﹤0.01%
1,247
-6,818
70 71
72
73 74