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
3151
$649 ﹤0.01%
6
-351
3152
$638 ﹤0.01%
+29
3153
$635 ﹤0.01%
28
-126
3154
$632 ﹤0.01%
11
-3,000
3155
– –
-4,641
3156
– –
0
3157
$625 ﹤0.01%
8
-100
3158
$618 ﹤0.01%
30
-20
3159
$616 ﹤0.01%
36
3160
$611 ﹤0.01%
20
-89
3161
$605 ﹤0.01%
103
+90
3162
$596 ﹤0.01%
23
-37
3163
$593 ﹤0.01%
19
-367
3164
$591 ﹤0.01%
11
-199
3165
$590 ﹤0.01%
12
3166
$575 ﹤0.01%
6
-213
3167
$575 ﹤0.01%
37
-215
3168
$572 ﹤0.01%
15
3169
$571 ﹤0.01%
464
3170
$564 ﹤0.01%
28
+25
3171
$557 ﹤0.01%
13
-468
3172
$555 ﹤0.01%
19
3173
$544 ﹤0.01%
7
-14
3174
$535 ﹤0.01%
100
3175
$535 ﹤0.01%
13
125 126
127
128 129