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
2101
$16.1K ﹤0.01%
215
-129
2102
$16.1K ﹤0.01%
456
-288
2103
$16.1K ﹤0.01%
627
-482
2104
$15.9K ﹤0.01%
604
-367
2105
$15.9K ﹤0.01%
250
2106
$15.9K ﹤0.01%
267
-1,867
2107
$15.9K ﹤0.01%
340
2108
$15.8K ﹤0.01%
470
-55
2109
$15.8K ﹤0.01%
157
-420
2110
$15.6K ﹤0.01%
1,220
-1,247
2111
$15.5K ﹤0.01%
165
-109
2112
$15.5K ﹤0.01%
1,200
-34,130
2113
$15.5K ﹤0.01%
1,000
+591
2114
$15.5K ﹤0.01%
221
-539
2115
$15.4K ﹤0.01%
3,871
-800
2116
$15.4K ﹤0.01%
814
-2,626
2117
$15.4K ﹤0.01%
259
2118
$15.3K ﹤0.01%
1,008
-85
2119
$15.3K ﹤0.01%
1,000
-925
2120
$15.3K ﹤0.01%
497
+446
2121
$15.3K ﹤0.01%
223
-37
2122
$15.3K ﹤0.01%
272
-401
2123
$15.3K ﹤0.01%
39
2124
$15.2K ﹤0.01%
720
-155
2125
$15.2K ﹤0.01%
+710
83 84
85
86 87