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
1976
$21.9K ﹤0.01%
304
-174
1977
$21.9K ﹤0.01%
+2,300
1978
$21.8K ﹤0.01%
705
+630
1979
$21.8K ﹤0.01%
1,000
1980
$21.8K ﹤0.01%
1,209
-1,331
1981
$21.7K ﹤0.01%
434
-1,130
1982
$21.6K ﹤0.01%
1,025
1983
$21.6K ﹤0.01%
245
-1,083
1984
$21.6K ﹤0.01%
2,368
-2,185
1985
$21.6K ﹤0.01%
69
-69
1986
$21.6K ﹤0.01%
2,955
-2,974
1987
$21.4K ﹤0.01%
1,315
-609
1988
$21.4K ﹤0.01%
378
-9,026
1989
$21.3K ﹤0.01%
1,667
-2,632
1990
$21.3K ﹤0.01%
1,285
-14
1991
$21.3K ﹤0.01%
473
-413
1992
$21.3K ﹤0.01%
3,312
+1,440
1993
$21.2K ﹤0.01%
83
+28
1994
$21.1K ﹤0.01%
517
-707
1995
$21.1K ﹤0.01%
406
-2,216
1996
$21.1K ﹤0.01%
728
+687
1997
$21K ﹤0.01%
418
-1,856
1998
$21K ﹤0.01%
815
-1,305
1999
$21K ﹤0.01%
880
-425
2000
$20.9K ﹤0.01%
632
-1,137
78 79
80
81 82