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
2426
$7.16K ﹤0.01%
620
+100
2427
$7.12K ﹤0.01%
200
2428
$7K ﹤0.01%
14
-2,006
2429
$6.98K ﹤0.01%
163
-17
2430
$6.98K ﹤0.01%
7
-12
2431
$6.96K ﹤0.01%
194
-146
2432
$6.93K ﹤0.01%
33
-548
2433
$6.92K ﹤0.01%
211
-1,454
2434
$6.92K ﹤0.01%
707
+335
2435
$6.92K ﹤0.01%
339
2436
$6.87K ﹤0.01%
69
-238
2437
$6.85K ﹤0.01%
479
+125
2438
$6.84K ﹤0.01%
201
-259
2439
$6.84K ﹤0.01%
150
-102
2440
$6.84K ﹤0.01%
2,400
-1,105
2441
$6.84K ﹤0.01%
200
2442
$6.83K ﹤0.01%
71
-663
2443
$6.77K ﹤0.01%
96
-818
2444
$6.76K ﹤0.01%
189
-440
2445
$6.76K ﹤0.01%
+343
2446
$6.75K ﹤0.01%
+313
2447
$6.75K ﹤0.01%
394
-368
2448
$6.73K ﹤0.01%
1,100
2449
$6.72K ﹤0.01%
+112
2450
$6.71K ﹤0.01%
125
-17
96 97
98
99 100