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
2151
$14.3K ﹤0.01%
1,231
-6
2152
$14.2K ﹤0.01%
359
-446
2153
$14.2K ﹤0.01%
920
-3,679
2154
$14.2K ﹤0.01%
740
-1,177
2155
$14.1K ﹤0.01%
131
-101
2156
$14K ﹤0.01%
2,136
-4,858
2157
$14K ﹤0.01%
471
-1,797
2158
$14K ﹤0.01%
305
+264
2159
$13.9K ﹤0.01%
650
2160
$13.9K ﹤0.01%
59
-696
2161
$13.9K ﹤0.01%
+1,500
2162
$13.9K ﹤0.01%
1,735
2163
$13.8K ﹤0.01%
267
+133
2164
$13.8K ﹤0.01%
81
-277
2165
$13.8K ﹤0.01%
422
-1,477
2166
$13.8K ﹤0.01%
415
-292
2167
$13.8K ﹤0.01%
527
-1,500
2168
$13.7K ﹤0.01%
975
-395
2169
$13.7K ﹤0.01%
251
-43
2170
$13.7K ﹤0.01%
851
-219
2171
$13.7K ﹤0.01%
283
-125
2172
$13.7K ﹤0.01%
10,500
-300
2173
$13.6K ﹤0.01%
266
-23
2174
$13.5K ﹤0.01%
341
2175
$13.5K ﹤0.01%
+160
85 86
87
88 89