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
2351
$8.67K ﹤0.01%
443
-36,905
2352
$8.66K ﹤0.01%
75
2353
$8.66K ﹤0.01%
103
-402
2354
$8.64K ﹤0.01%
370
-482
2355
$8.63K ﹤0.01%
1,912
+3
2356
$8.62K ﹤0.01%
306
-147
2357
$8.6K ﹤0.01%
4,750
-145
2358
$8.59K ﹤0.01%
328
-300
2359
$8.58K ﹤0.01%
538
-141
2360
$8.55K ﹤0.01%
25
+4
2361
$8.53K ﹤0.01%
221
-300
2362
$8.52K ﹤0.01%
137
-1,131
2363
$8.45K ﹤0.01%
350
+150
2364
$8.44K ﹤0.01%
159
-1,022
2365
$8.41K ﹤0.01%
200
2366
$8.34K ﹤0.01%
210
-393
2367
$8.33K ﹤0.01%
77
-382
2368
$8.31K ﹤0.01%
176
-395
2369
$8.3K ﹤0.01%
208
+183
2370
$8.29K ﹤0.01%
251
-2,149
2371
$8.24K ﹤0.01%
188
-942
2372
$8.24K ﹤0.01%
650
-1,000
2373
$8.23K ﹤0.01%
880
+840
2374
$8.23K ﹤0.01%
329
-38
2375
$8.2K ﹤0.01%
511
-302
93 94
95
96 97