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
2626
$4.32K ﹤0.01%
100
2627
$4.32K ﹤0.01%
249
2628
$4.31K ﹤0.01%
227
-1,741
2629
$4.31K ﹤0.01%
39
-247
2630
$4.28K ﹤0.01%
75
-21
2631
$4.28K ﹤0.01%
200
-77
2632
$4.28K ﹤0.01%
103
-85
2633
$4.27K ﹤0.01%
76
-1,326
2634
$4.24K ﹤0.01%
303
2635
$4.23K ﹤0.01%
170
+1
2636
$4.23K ﹤0.01%
400
+362
2637
$4.23K ﹤0.01%
87
-138
2638
$4.22K ﹤0.01%
125
-411
2639
$4.22K ﹤0.01%
143
-140
2640
$4.22K ﹤0.01%
311
-2,992
2641
$4.22K ﹤0.01%
321
+187
2642
$4.2K ﹤0.01%
200
2643
$4.2K ﹤0.01%
143
-1
2644
$4.19K ﹤0.01%
59
-55
2645
$4.17K ﹤0.01%
10
2646
$4.15K ﹤0.01%
230
-121
2647
$4.13K ﹤0.01%
95
-123
2648
$4.13K ﹤0.01%
128
-1,106
2649
$4.11K ﹤0.01%
203
-37
2650
$4.08K ﹤0.01%
222
104 105
106
107 108