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
1876
$27.4K ﹤0.01%
1,100
1877
$27.4K ﹤0.01%
773
-444
1878
$27.4K ﹤0.01%
2,350
+50
1879
$27.3K ﹤0.01%
563
+213
1880
$27.3K ﹤0.01%
854
-306
1881
$27.2K ﹤0.01%
1,082
-34
1882
$27.2K ﹤0.01%
405
-371
1883
$27.2K ﹤0.01%
+2,500
1884
$27.1K ﹤0.01%
708
-373
1885
$27K ﹤0.01%
297
+47
1886
$27K ﹤0.01%
+2,000
1887
$26.7K ﹤0.01%
214
1888
$26.7K ﹤0.01%
846
-2,049
1889
$26.7K ﹤0.01%
1,600
-54
1890
$26.7K ﹤0.01%
422
-604
1891
$26.6K ﹤0.01%
1,801
-4,532
1892
$26.6K ﹤0.01%
647
-2,088
1893
$26.6K ﹤0.01%
1,781
-6,830
1894
$26.6K ﹤0.01%
15,000
1895
$26.4K ﹤0.01%
432
-782
1896
$26.4K ﹤0.01%
755
-1,066
1897
$26.4K ﹤0.01%
1,225
-509
1898
$26.3K ﹤0.01%
1,000
-28,450
1899
$26.3K ﹤0.01%
+1,039
1900
$26.3K ﹤0.01%
283
-2,491
74 75
76
77 78