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
3076
$1.01K ﹤0.01%
30
-3,434
3077
$1.01K ﹤0.01%
14
-29
3078
$1K ﹤0.01%
30
+9
3079
$1K ﹤0.01%
40
-20
3080
$994 ﹤0.01%
+1
3081
$994 ﹤0.01%
1
3082
$984 ﹤0.01%
11
-287
3083
$968 ﹤0.01%
22
3084
$952 ﹤0.01%
7
-321
3085
$938 ﹤0.01%
250
3086
$931 ﹤0.01%
19
3087
$930 ﹤0.01%
+62
3088
– –
0
3089
$926 ﹤0.01%
18
-77
3090
$925 ﹤0.01%
2,000
3091
$925 ﹤0.01%
25
-363
3092
$915 ﹤0.01%
36
-1,863
3093
$913 ﹤0.01%
15
-37
3094
$909 ﹤0.01%
68
-452
3095
$900 ﹤0.01%
1,000
3096
$894 ﹤0.01%
12
-71
3097
$890 ﹤0.01%
46
-3,622
3098
$890 ﹤0.01%
25
-37
3099
$890 ﹤0.01%
582
-30,322
3100
$883 ﹤0.01%
11
122 123
124
125 126