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
3176
$535 ﹤0.01%
44
3177
$527 ﹤0.01%
15
3178
$526 ﹤0.01%
44
-1,170
3179
$512 ﹤0.01%
35
3180
$507 ﹤0.01%
45
-2,534
3181
$502 ﹤0.01%
15
-1,753
3182
$496 ﹤0.01%
25
3183
$492 ﹤0.01%
60
-60
3184
$490 ﹤0.01%
+114
3185
$490 ﹤0.01%
140
-30
3186
$488 ﹤0.01%
27
-127
3187
$486 ﹤0.01%
18
-4,905
3188
$477 ﹤0.01%
37
3189
$472 ﹤0.01%
200
3190
$469 ﹤0.01%
22
-9
3191
$467 ﹤0.01%
12
-390
3192
$459 ﹤0.01%
14
-301
3193
$458 ﹤0.01%
3
3194
$450 ﹤0.01%
25
-620
3195
$442 ﹤0.01%
15
-1,909
3196
$437 ﹤0.01%
21
-7
3197
$436 ﹤0.01%
15
+13
3198
$425 ﹤0.01%
110
3199
$425 ﹤0.01%
10
3200
$418 ﹤0.01%
19
-1,203
126 127
128
129 130