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
276
$1.59M 0.07%
34,695
-18,636
277
$1.59M 0.07%
19,336
-19,603
278
$1.58M 0.07%
55,628
-81,583
279
$1.57M 0.07%
36,847
-6,360
280
$1.56M 0.07%
23,544
-23,306
281
$1.55M 0.07%
77,685
-46,705
282
$1.55M 0.07%
58,151
+39,321
283
$1.55M 0.07%
43,686
-1,974
284
$1.54M 0.07%
18,073
-21,701
285
$1.53M 0.07%
21,796
-136
286
$1.52M 0.07%
62,259
-71,016
287
$1.51M 0.07%
25,005
-32,768
288
$1.51M 0.07%
43,462
-21,477
289
$1.5M 0.07%
25,523
-33,330
290
$1.5M 0.07%
29,958
+26,190
291
$1.49M 0.07%
20,526
-6,118
292
$1.49M 0.06%
26,409
+2,269
293
$1.48M 0.06%
11,155
-2,571
294
$1.46M 0.06%
18,244
-18,331
295
$1.46M 0.06%
13,089
-23,758
296
$1.45M 0.06%
57,642
-6,759
297
$1.45M 0.06%
60,061
+27,074
298
$1.45M 0.06%
58,244
+4,132
299
$1.45M 0.06%
12,947
-11,768
300
$1.43M 0.06%
54,742
-57,970
10 11
12
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