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
2401
$7.62K ﹤0.01%
139
-2,938
2402
$7.6K ﹤0.01%
90
2403
$7.56K ﹤0.01%
250
-41
2404
$7.53K ﹤0.01%
417
2405
$7.52K ﹤0.01%
502
-9,798
2406
$7.49K ﹤0.01%
86
-30
2407
$7.48K ﹤0.01%
654
-990
2408
$7.48K ﹤0.01%
187
-609
2409
$7.47K ﹤0.01%
49
-258
2410
$7.44K ﹤0.01%
113
-478
2411
$7.4K ﹤0.01%
300
-1,783
2412
$7.39K ﹤0.01%
240
-2,229
2413
$7.37K ﹤0.01%
100
2414
$7.35K ﹤0.01%
321
-11,240
2415
$7.32K ﹤0.01%
247
2416
$7.3K ﹤0.01%
200
-7,135
2417
$7.29K ﹤0.01%
131
-1,636
2418
$7.28K ﹤0.01%
40
2419
$7.25K ﹤0.01%
300
-5,051
2420
$7.23K ﹤0.01%
7,900
2421
$7.22K ﹤0.01%
507
-95
2422
$7.22K ﹤0.01%
87
-610
2423
$7.22K ﹤0.01%
299
-1,763
2424
$7.2K ﹤0.01%
183
-1,716
2425
$7.18K ﹤0.01%
1,434
-9,656
95 96
97
98 99