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
2076
$17.2K ﹤0.01%
+344
2077
$17.2K ﹤0.01%
750
-850
2078
$17.2K ﹤0.01%
1,635
-12
2079
$17.1K ﹤0.01%
+1,878
2080
$17.1K ﹤0.01%
267
-451
2081
$17.1K ﹤0.01%
2,173
-257
2082
$17.1K ﹤0.01%
2
-1
2083
$17K ﹤0.01%
903
-81
2084
$17K ﹤0.01%
228
2085
$16.9K ﹤0.01%
1,216
-2,512
2086
$16.9K ﹤0.01%
370
-75
2087
$16.9K ﹤0.01%
513
-1,691
2088
$16.8K ﹤0.01%
255
-305
2089
$16.6K ﹤0.01%
182
-634
2090
$16.6K ﹤0.01%
1,000
-1,927
2091
$16.6K ﹤0.01%
827
+295
2092
$16.5K ﹤0.01%
252
2093
$16.5K ﹤0.01%
423
-1,094
2094
$16.4K ﹤0.01%
236
2095
$16.4K ﹤0.01%
336
-473
2096
$16.3K ﹤0.01%
497
-219
2097
$16.2K ﹤0.01%
500
-2,760
2098
$16.2K ﹤0.01%
555
-24
2099
$16.1K ﹤0.01%
258
-65
2100
$16.1K ﹤0.01%
236
-770
82 83
84
85 86