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
226
$2.05M 0.09%
42,427
-18,340
227
$2.04M 0.09%
39,736
-90,190
228
$2.02M 0.09%
38,260
-58,986
229
$2.01M 0.09%
52,114
+32,389
230
$2.01M 0.09%
15,551
-39,990
231
$2M 0.09%
53,166
+49,684
232
$2M 0.09%
72,172
+5,087
233
$2M 0.09%
103,362
-81,267
234
$1.98M 0.09%
+109,645
235
$1.97M 0.09%
45,045
-52,975
236
$1.97M 0.09%
19,069
+10,606
237
$1.96M 0.09%
109,356
-392,892
238
$1.94M 0.08%
12,773
-4,558
239
$1.94M 0.08%
32,355
+5,113
240
$1.93M 0.08%
14,742
-2,493
241
$1.89M 0.08%
66,328
+49,237
242
$1.89M 0.08%
77,714
+14,624
243
$1.89M 0.08%
+72,144
244
$1.87M 0.08%
108,124
+819
245
$1.85M 0.08%
16,325
-39,044
246
$1.84M 0.08%
36,812
-2,151
247
$1.83M 0.08%
49,318
-27,876
248
$1.82M 0.08%
38,253
-69,479
249
$1.81M 0.08%
24,214
-12,876
250
$1.81M 0.08%
8,115
-2,239
8 9
10
11 12