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
2251
$10.7K ﹤0.01%
477
-3,198
2252
$10.7K ﹤0.01%
644
-2,332
2253
$10.7K ﹤0.01%
300
-21
2254
$10.7K ﹤0.01%
40
-20
2255
$10.6K ﹤0.01%
401
-71,978
2256
$10.6K ﹤0.01%
450
-612
2257
$10.6K ﹤0.01%
429
-39,342
2258
$10.6K ﹤0.01%
450
-368
2259
$10.6K ﹤0.01%
200
-1,190
2260
$10.6K ﹤0.01%
1,086
-46,798
2261
$10.5K ﹤0.01%
254
-2,346
2262
$10.5K ﹤0.01%
143
-38,620
2263
$10.5K ﹤0.01%
498
-351
2264
$10.4K ﹤0.01%
175
-28
2265
$10.4K ﹤0.01%
36
-285
2266
$10.4K ﹤0.01%
219
-1,981
2267
$10.4K ﹤0.01%
224
-254
2268
$10.4K ﹤0.01%
300
-120
2269
$10.4K ﹤0.01%
246
2270
$10.3K ﹤0.01%
+414
2271
$10.3K ﹤0.01%
478
2272
$10.3K ﹤0.01%
520
2273
$10.3K ﹤0.01%
655
-7,366
2274
$10.3K ﹤0.01%
97
-75
2275
$10.3K ﹤0.01%
300
-1,832
89 90
91
92 93