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
2176
$13.5K ﹤0.01%
200
-330
2177
$13.4K ﹤0.01%
659
-253
2178
$13.4K ﹤0.01%
1,400
+600
2179
$13.4K ﹤0.01%
190
-203
2180
$13.3K ﹤0.01%
532
-85
2181
$13.3K ﹤0.01%
1,000
-1,146
2182
$13.3K ﹤0.01%
224
-365
2183
$13.3K ﹤0.01%
194
-1,727
2184
$13.3K ﹤0.01%
265
2185
$13.1K ﹤0.01%
183
-1,126
2186
$13.1K ﹤0.01%
699
2187
$13.1K ﹤0.01%
276
-511
2188
$13K ﹤0.01%
324
-710
2189
$13K ﹤0.01%
1,113
-9,918
2190
$13K ﹤0.01%
500
-620
2191
$12.9K ﹤0.01%
195
+1
2192
$12.9K ﹤0.01%
700
-403
2193
$12.8K ﹤0.01%
266
2194
$12.7K ﹤0.01%
481
2195
$12.7K ﹤0.01%
+500
2196
$12.7K ﹤0.01%
350
2197
$12.7K ﹤0.01%
10,000
2198
$12.6K ﹤0.01%
240
-2,457
2199
$12.6K ﹤0.01%
382
-1,016
2200
$12.6K ﹤0.01%
1,875
86 87
88
89 90