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
2276
$10.2K ﹤0.01%
1,000
-3,000
2277
$10.2K ﹤0.01%
176
-174
2278
$10.2K ﹤0.01%
565
-805
2279
$10.1K ﹤0.01%
101
-560
2280
$10.1K ﹤0.01%
150
2281
$9.95K ﹤0.01%
500
-200
2282
$9.92K ﹤0.01%
275
-4,844
2283
$9.91K ﹤0.01%
612
-938
2284
$9.89K ﹤0.01%
130
-19,335
2285
$9.87K ﹤0.01%
270
-1,342
2286
$9.85K ﹤0.01%
260
-328
2287
$9.84K ﹤0.01%
496
2288
$9.81K ﹤0.01%
455
-270
2289
$9.8K ﹤0.01%
300
-1,044
2290
$9.79K ﹤0.01%
120
+3
2291
$9.78K ﹤0.01%
2,000
-1,000
2292
$9.78K ﹤0.01%
768
-2,000
2293
$9.78K ﹤0.01%
230
-1,075
2294
$9.77K ﹤0.01%
310
2295
$9.76K ﹤0.01%
525
+21
2296
$9.75K ﹤0.01%
500
2297
$9.75K ﹤0.01%
1,500
-500
2298
$9.74K ﹤0.01%
289
-1,608
2299
$9.71K ﹤0.01%
121
-199
2300
$9.7K ﹤0.01%
393
-1,361
90 91
92
93 94