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
2226
$11.8K ﹤0.01%
+40
2227
$11.8K ﹤0.01%
79
-5,764
2228
$11.8K ﹤0.01%
1,977
+583
2229
$11.8K ﹤0.01%
267
2230
$11.6K ﹤0.01%
190
+1
2231
$11.5K ﹤0.01%
375
-25,820
2232
$11.5K ﹤0.01%
1,415
+141
2233
$11.5K ﹤0.01%
100
-750
2234
$11.5K ﹤0.01%
591
-382
2235
$11.4K ﹤0.01%
455
+378
2236
$11.4K ﹤0.01%
164
+148
2237
$11.3K ﹤0.01%
300
-535
2238
$11.3K ﹤0.01%
452
2239
$11.3K ﹤0.01%
+500
2240
$11.2K ﹤0.01%
4,346
+4,135
2241
$11.1K ﹤0.01%
1,055
-1,600
2242
$11.1K ﹤0.01%
202
-80
2243
$11K ﹤0.01%
440
-809
2244
$11K ﹤0.01%
+200
2245
$10.9K ﹤0.01%
182
+1
2246
$10.8K ﹤0.01%
500
2247
$10.8K ﹤0.01%
430
-198
2248
$10.8K ﹤0.01%
388
2249
$10.8K ﹤0.01%
219
-1,002
2250
$10.7K ﹤0.01%
270
88 89
90
91 92