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
3101
$880 ﹤0.01%
50
-999
3102
$880 ﹤0.01%
25
3103
– –
0
3104
$872 ﹤0.01%
12
3105
$870 ﹤0.01%
32
-359
3106
$867 ﹤0.01%
4
-256
3107
$860 ﹤0.01%
80
-540
3108
$858 ﹤0.01%
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3109
$848 ﹤0.01%
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3110
$832 ﹤0.01%
+50
3111
$827 ﹤0.01%
70
-560
3112
$823 ﹤0.01%
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3113
$816 ﹤0.01%
14
-24
3114
$816 ﹤0.01%
50
-121
3115
$816 ﹤0.01%
9
-199
3116
$808 ﹤0.01%
23
-584
3117
$807 ﹤0.01%
70
3118
$800 ﹤0.01%
38
-9
3119
$796 ﹤0.01%
10
-151
3120
$794 ﹤0.01%
200
-200
3121
– –
0
3122
$792 ﹤0.01%
19
-166
3123
$786 ﹤0.01%
+13
3124
$785 ﹤0.01%
+84
3125
$785 ﹤0.01%
44
-2,304
123 124
125
126 127