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
2051
$18.4K ﹤0.01%
3,136
+213
2052
$18.4K ﹤0.01%
1,350
-4
2053
$18.4K ﹤0.01%
725
-2,457
2054
$18.3K ﹤0.01%
567
-1,107
2055
$18.2K ﹤0.01%
375
-226,544
2056
$18.2K ﹤0.01%
646
-1,727
2057
$18.1K ﹤0.01%
1,630
-509
2058
$18K ﹤0.01%
503
-1,276
2059
$17.9K ﹤0.01%
508
-8,292
2060
$17.9K ﹤0.01%
482
-587
2061
$17.7K ﹤0.01%
673
-677
2062
$17.6K ﹤0.01%
8
2063
$17.6K ﹤0.01%
422
-74
2064
$17.5K ﹤0.01%
412
-125
2065
$17.5K ﹤0.01%
296
-196
2066
$17.5K ﹤0.01%
136
-63
2067
$17.5K ﹤0.01%
700
2068
$17.4K ﹤0.01%
385
-876
2069
$17.3K ﹤0.01%
300
2070
$17.3K ﹤0.01%
1,500
-1,729
2071
$17.3K ﹤0.01%
1,055
-3,615
2072
$17.2K ﹤0.01%
+359
2073
$17.2K ﹤0.01%
665
-969
2074
$17.2K ﹤0.01%
+177
2075
$17.2K ﹤0.01%
350
-4,425
81 82
83
84 85