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
2376
$8.16K ﹤0.01%
71
+1
2377
$8.15K ﹤0.01%
214
-543
2378
$8.15K ﹤0.01%
837
+275
2379
$8.13K ﹤0.01%
158
-465
2380
$8.05K ﹤0.01%
208
-3,830
2381
$8.01K ﹤0.01%
276
-802
2382
$7.97K ﹤0.01%
261
-237
2383
– –
0
2384
$7.94K ﹤0.01%
381
+291
2385
$7.93K ﹤0.01%
500
2386
$7.92K ﹤0.01%
402
+110
2387
$7.91K ﹤0.01%
1,000
2388
$7.88K ﹤0.01%
1,212
2389
$7.86K ﹤0.01%
204
-40
2390
$7.84K ﹤0.01%
149
2391
$7.84K ﹤0.01%
584
-427
2392
$7.84K ﹤0.01%
137
-788
2393
$7.83K ﹤0.01%
198
-17
2394
$7.77K ﹤0.01%
+249
2395
$7.76K ﹤0.01%
+157
2396
$7.72K ﹤0.01%
58
-136
2397
$7.71K ﹤0.01%
129
-498
2398
$7.69K ﹤0.01%
549
-4,963
2399
$7.68K ﹤0.01%
300
2400
$7.65K ﹤0.01%
+305
94 95
96
97 98