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
1951
$23.2K ﹤0.01%
14,817
+2,262
1952
$23.1K ﹤0.01%
504
-494
1953
$23.1K ﹤0.01%
769
-13,015
1954
$23.1K ﹤0.01%
780
-15
1955
$23K ﹤0.01%
303
-483
1956
$23K ﹤0.01%
608
-3,283
1957
$22.9K ﹤0.01%
+1,190
1958
$22.9K ﹤0.01%
+1,626
1959
$22.9K ﹤0.01%
700
-1,500
1960
$22.9K ﹤0.01%
2,500
+1,500
1961
$22.9K ﹤0.01%
759
-2,056
1962
$22.8K ﹤0.01%
828
+189
1963
$22.7K ﹤0.01%
741
-424
1964
$22.7K ﹤0.01%
1,243
-14,502
1965
$22.6K ﹤0.01%
1,006
-6,026
1966
$22.4K ﹤0.01%
534
-30
1967
$22.4K ﹤0.01%
660
-696
1968
$22.4K ﹤0.01%
1,108
-23
1969
$22.4K ﹤0.01%
500
-687
1970
$22.3K ﹤0.01%
446
-1,512
1971
$22.3K ﹤0.01%
296
-685
1972
$22.2K ﹤0.01%
1,800
1973
$22.2K ﹤0.01%
336
-558
1974
$22K ﹤0.01%
337
1975
$21.9K ﹤0.01%
892
77 78
79
80 81