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
3126
$779 ﹤0.01%
+260
3127
$776 ﹤0.01%
10
3128
– –
0
3129
$758 ﹤0.01%
73
-10,018
3130
$752 ﹤0.01%
30
3131
$746 ﹤0.01%
28
-98,270
3132
$729 ﹤0.01%
14
-405
3133
$728 ﹤0.01%
50
-2,170
3134
$718 ﹤0.01%
185
-13
3135
– –
-367
3136
$710 ﹤0.01%
+200
3137
$710 ﹤0.01%
200
-6,779
3138
$705 ﹤0.01%
16
3139
$704 ﹤0.01%
21
-75
3140
$697 ﹤0.01%
23
-67
3141
$694 ﹤0.01%
+29
3142
$689 ﹤0.01%
202
+200
3143
$680 ﹤0.01%
19
-209
3144
$676 ﹤0.01%
51
3145
$676 ﹤0.01%
14
-22
3146
– –
-1
3147
$668 ﹤0.01%
8
-27
3148
$661 ﹤0.01%
100
3149
$660 ﹤0.01%
20
3150
$653 ﹤0.01%
6
-113
124 125
126
127 128