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
251
$1.81M 0.08%
19,293
-25,577
252
$1.79M 0.08%
14,663
-17,682
253
$1.79M 0.08%
17,925
-1,287
254
$1.77M 0.08%
11,272
-6,246
255
$1.77M 0.08%
73,505
-724
256
$1.76M 0.08%
61,565
-3,532
257
$1.76M 0.08%
68,606
+4,953
258
$1.76M 0.08%
+34,917
259
$1.76M 0.08%
11,435
-4,248
260
$1.74M 0.08%
58,566
-108,885
261
$1.74M 0.08%
17,184
-9,881
262
$1.73M 0.08%
68,965
-85,078
263
$1.72M 0.07%
30,814
+28,608
264
$1.71M 0.07%
19,615
-7,513
265
$1.7M 0.07%
123,481
+13,829
266
$1.69M 0.07%
36,117
-28,452
267
$1.68M 0.07%
67,094
-45,003
268
$1.67M 0.07%
+67,067
269
$1.67M 0.07%
29,366
-9,951
270
$1.66M 0.07%
35,460
+35,158
271
$1.65M 0.07%
46,614
-20,283
272
$1.64M 0.07%
35,026
+13,047
273
$1.64M 0.07%
26,024
-3,524
274
$1.61M 0.07%
21,862
-10,903
275
$1.59M 0.07%
63,254
-20,940
9 10
11
12 13