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
2326
$9.11K ﹤0.01%
500
2327
$9.1K ﹤0.01%
480
2328
$9.05K ﹤0.01%
446
-7,863
2329
$9.03K ﹤0.01%
181
-730
2330
$9.01K ﹤0.01%
138
-106
2331
$9K ﹤0.01%
206
2332
$8.92K ﹤0.01%
351
-1,704
2333
$8.92K ﹤0.01%
14
-31
2334
$8.9K ﹤0.01%
1,120
+176
2335
$8.9K ﹤0.01%
388
-1,244
2336
$8.88K ﹤0.01%
128
2337
$8.87K ﹤0.01%
300
+132
2338
$8.85K ﹤0.01%
145
+42
2339
$8.84K ﹤0.01%
177
-153
2340
$8.84K ﹤0.01%
93
-1,125
2341
$8.81K ﹤0.01%
241
-77
2342
$8.81K ﹤0.01%
95
-196
2343
$8.8K ﹤0.01%
433
-4,917
2344
$8.8K ﹤0.01%
66
-259
2345
$8.76K ﹤0.01%
175
-3,308
2346
$8.74K ﹤0.01%
181
+22
2347
$8.73K ﹤0.01%
131
-482
2348
$8.69K ﹤0.01%
216
+163
2349
$8.68K ﹤0.01%
+174
2350
$8.67K ﹤0.01%
+353
92 93
94
95 96