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
1801
$31.4K ﹤0.01%
798
-2,107
1802
$31.3K ﹤0.01%
318
-1,012
1803
$31.3K ﹤0.01%
1,550
-600
1804
$31.3K ﹤0.01%
450
+89
1805
$31.2K ﹤0.01%
+3,000
1806
$31.2K ﹤0.01%
+1,250
1807
$31.2K ﹤0.01%
1,356
-917
1808
$31.2K ﹤0.01%
422
-20
1809
$31.1K ﹤0.01%
3,582
-89,087
1810
$31K ﹤0.01%
944
-626
1811
$30.9K ﹤0.01%
1,231
-15,372
1812
$30.9K ﹤0.01%
719
-13,286
1813
$30.8K ﹤0.01%
432
+238
1814
$30.8K ﹤0.01%
2,868
-1,009
1815
$30.7K ﹤0.01%
830
1816
$30.7K ﹤0.01%
1,179
-3,800
1817
$30.6K ﹤0.01%
1,411
-4,384
1818
$30.5K ﹤0.01%
500
-1,695
1819
$30.4K ﹤0.01%
1,000
1820
$30.4K ﹤0.01%
288
-10
1821
$30.4K ﹤0.01%
329
1822
$30.4K ﹤0.01%
400
-2,083
1823
$30.3K ﹤0.01%
976
+7
1824
$30.2K ﹤0.01%
1,368
-429
1825
$30.2K ﹤0.01%
477
-480
71 72
73
74 75