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
1901
$26.3K ﹤0.01%
928
-284
1902
$25.9K ﹤0.01%
339
-593
1903
$25.8K ﹤0.01%
3,000
-4,000
1904
$25.8K ﹤0.01%
133
-14
1905
$25.6K ﹤0.01%
9
1906
$25.6K ﹤0.01%
443
-748
1907
$25.6K ﹤0.01%
1,001
-191
1908
$25.5K ﹤0.01%
2,250
-2,750
1909
$25.4K ﹤0.01%
787
-1,433
1910
$25.4K ﹤0.01%
1,708
+24
1911
$25.4K ﹤0.01%
303
-629
1912
$25.3K ﹤0.01%
506
-6,271
1913
$25.3K ﹤0.01%
335
-35,660
1914
$25.3K ﹤0.01%
1,010
-4,449
1915
$25.3K ﹤0.01%
937
-17,414
1916
$25.2K ﹤0.01%
439
-1,305
1917
$25.1K ﹤0.01%
194
-87
1918
$25.1K ﹤0.01%
1,847
-2,584
1919
$25K ﹤0.01%
673
-3,827
1920
$24.9K ﹤0.01%
150
-138
1921
$24.9K ﹤0.01%
560
+229
1922
$24.9K ﹤0.01%
1,400
-248
1923
$24.8K ﹤0.01%
4,576
-1,510
1924
$24.8K ﹤0.01%
878
-3,818
1925
$24.7K ﹤0.01%
918
-2,382
75 76
77
78 79