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
2126
$15.2K ﹤0.01%
8
-737
2127
$15.1K ﹤0.01%
1,200
2128
$15.1K ﹤0.01%
340
-183
2129
$15.1K ﹤0.01%
827
-2,827
2130
$15K ﹤0.01%
968
-2,269
2131
$15K ﹤0.01%
500
-1,645
2132
$15K ﹤0.01%
242
-1,025
2133
$15K ﹤0.01%
750
-750
2134
$15K ﹤0.01%
202
-503
2135
$14.9K ﹤0.01%
1,444
-249
2136
$14.9K ﹤0.01%
370
-3,738
2137
$14.8K ﹤0.01%
1,100
-26
2138
$14.8K ﹤0.01%
220
-1,532
2139
$14.8K ﹤0.01%
164
-262
2140
$14.7K ﹤0.01%
252
-79
2141
$14.7K ﹤0.01%
792
-1,039
2142
$14.7K ﹤0.01%
+192
2143
$14.7K ﹤0.01%
249
-145
2144
$14.7K ﹤0.01%
1,000
2145
$14.6K ﹤0.01%
479
-1,323
2146
$14.6K ﹤0.01%
1,080
-5,758
2147
$14.6K ﹤0.01%
586
-284
2148
$14.5K ﹤0.01%
256
-406
2149
$14.3K ﹤0.01%
90
-1,424
2150
$14.3K ﹤0.01%
500
-1,600
84 85
86
87 88