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
1826
$30.1K ﹤0.01%
1,156
-977
1827
$30.1K ﹤0.01%
2,420
-10,910
1828
$30.1K ﹤0.01%
1,124
-13,048
1829
$30.1K ﹤0.01%
224
+8
1830
$30.1K ﹤0.01%
770
+27
1831
$30K ﹤0.01%
1,500
1832
$29.8K ﹤0.01%
+1,000
1833
$29.7K ﹤0.01%
294
-643
1834
$29.6K ﹤0.01%
1,000
-2,204
1835
$29.6K ﹤0.01%
927
-608
1836
$29.6K ﹤0.01%
2,270
-3,151
1837
$29.6K ﹤0.01%
600
-8,192
1838
$29.4K ﹤0.01%
382
-1,006
1839
$29.3K ﹤0.01%
1,047
+917
1840
$29.2K ﹤0.01%
1,339
+644
1841
$29.2K ﹤0.01%
1,032
-926
1842
$29.2K ﹤0.01%
1,900
-6,490
1843
$29.1K ﹤0.01%
1,000
+276
1844
$29K ﹤0.01%
1,174
+174
1845
$29K ﹤0.01%
290
-6
1846
$29K ﹤0.01%
577
-5,320
1847
$28.9K ﹤0.01%
1,339
-421
1848
$28.9K ﹤0.01%
+1,000
1849
$28.9K ﹤0.01%
413
-129
1850
$28.8K ﹤0.01%
1,451
-51
72 73
74
75 76