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
2201
$12.6K ﹤0.01%
340
2202
$12.6K ﹤0.01%
718
-1,865
2203
$12.5K ﹤0.01%
500
-1,100
2204
$12.5K ﹤0.01%
164
-10,553
2205
$12.4K ﹤0.01%
+444
2206
$12.4K ﹤0.01%
386
-21
2207
$12.4K ﹤0.01%
216
-1,143
2208
$12.4K ﹤0.01%
373
-3,052
2209
$12.4K ﹤0.01%
243
+33
2210
$12.4K ﹤0.01%
660
-450
2211
$12.4K ﹤0.01%
516
-259
2212
$12.4K ﹤0.01%
572
-1,202
2213
$12.3K ﹤0.01%
500
-12,907
2214
$12.3K ﹤0.01%
+404
2215
$12.2K ﹤0.01%
1,130
2216
$12.2K ﹤0.01%
660
-47,516
2217
$12.1K ﹤0.01%
1,826
+26
2218
$12.1K ﹤0.01%
1,675
-995
2219
$12.1K ﹤0.01%
244
-114
2220
$12.1K ﹤0.01%
380
-26
2221
$12.1K ﹤0.01%
101
-1,283
2222
$12K ﹤0.01%
348
-88
2223
$11.9K ﹤0.01%
1,057
2224
$11.9K ﹤0.01%
1,750
-447
2225
$11.9K ﹤0.01%
900
87 88
89
90 91