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
1926
$24.7K ﹤0.01%
562
1927
$24.6K ﹤0.01%
779
-2,652
1928
$24.6K ﹤0.01%
1,200
-3,282
1929
$24.5K ﹤0.01%
+1,000
1930
$24.5K ﹤0.01%
422
-463
1931
$24.3K ﹤0.01%
575
-24,516
1932
$24.1K ﹤0.01%
1,882
-145
1933
$24K ﹤0.01%
8,000
-2,000
1934
$24K ﹤0.01%
500
1935
$24K ﹤0.01%
224
-338
1936
$24K ﹤0.01%
452
+2
1937
$23.9K ﹤0.01%
398
-147
1938
$23.9K ﹤0.01%
483
-277
1939
$23.8K ﹤0.01%
170
-50
1940
$23.7K ﹤0.01%
1,112
+348
1941
$23.6K ﹤0.01%
695
-41
1942
$23.6K ﹤0.01%
458
-8,472
1943
$23.5K ﹤0.01%
1,100
-466
1944
$23.4K ﹤0.01%
430
-521
1945
$23.4K ﹤0.01%
509
-274
1946
$23.4K ﹤0.01%
778
-1,726
1947
$23.4K ﹤0.01%
1,286
-3,111
1948
$23.4K ﹤0.01%
223
-48
1949
$23.3K ﹤0.01%
1,540
-870
1950
$23.2K ﹤0.01%
2,214
+1,315
76 77
78
79 80