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
1851
$28.8K ﹤0.01%
1,325
-1,970
1852
$28.8K ﹤0.01%
2,500
-2,205
1853
$28.6K ﹤0.01%
114
1854
$28.5K ﹤0.01%
500
-243
1855
$28.4K ﹤0.01%
486
1856
$28.3K ﹤0.01%
1,500
-900
1857
$28.3K ﹤0.01%
36
1858
$28.2K ﹤0.01%
1,225
-9,569
1859
– –
-2,685
1860
$28.2K ﹤0.01%
2,109
-309
1861
$28.1K ﹤0.01%
453
-1,863
1862
$28K ﹤0.01%
2,269
-161
1863
$27.9K ﹤0.01%
708
+333
1864
$27.8K ﹤0.01%
150
1865
$27.8K ﹤0.01%
1,917
-701
1866
$27.8K ﹤0.01%
+1,500
1867
$27.8K ﹤0.01%
398
-1,012
1868
$27.8K ﹤0.01%
1,000
-100
1869
$27.7K ﹤0.01%
190
-398
1870
$27.6K ﹤0.01%
5,564
-393
1871
$27.6K ﹤0.01%
1,541
-61,567
1872
$27.5K ﹤0.01%
546
-263
1873
$27.5K ﹤0.01%
14,563
-7,767
1874
$27.5K ﹤0.01%
1,500
-500
1875
$27.5K ﹤0.01%
550
73 74
75
76 77