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
2301
$9.66K ﹤0.01%
500
-5,916
2302
$9.66K ﹤0.01%
106
-5,650
2303
$9.65K ﹤0.01%
728
2304
$9.64K ﹤0.01%
412
-1,924
2305
$9.63K ﹤0.01%
430
-56,547
2306
$9.59K ﹤0.01%
285
+10
2307
$9.59K ﹤0.01%
90
-96
2308
$9.59K ﹤0.01%
229
-621
2309
$9.59K ﹤0.01%
47
-394
2310
$9.58K ﹤0.01%
154
-907
2311
$9.56K ﹤0.01%
153
-639
2312
$9.5K ﹤0.01%
163
-15,588
2313
$9.45K ﹤0.01%
563
-31,792
2314
$9.44K ﹤0.01%
263
-372
2315
$9.42K ﹤0.01%
376
-74,422
2316
$9.41K ﹤0.01%
222
-208
2317
$9.38K ﹤0.01%
335
-4,963
2318
$9.35K ﹤0.01%
118
-100
2319
$9.33K ﹤0.01%
1,085
+844
2320
$9.33K ﹤0.01%
499
-6,688
2321
$9.29K ﹤0.01%
175
-381
2322
$9.26K ﹤0.01%
496
-293
2323
$9.24K ﹤0.01%
33
-25
2324
$9.22K ﹤0.01%
212
-150
2325
$9.16K ﹤0.01%
913
-45,248
91 92
93
94 95