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
3201
$418 ﹤0.01%
25
-1,565
3202
$414 ﹤0.01%
+17
3203
$413 ﹤0.01%
+33
3204
$405 ﹤0.01%
16
3205
$405 ﹤0.01%
49
-1,023
3206
$400 ﹤0.01%
16
-59
3207
$400 ﹤0.01%
3
-52
3208
$400 ﹤0.01%
67
-2,365
3209
$397 ﹤0.01%
18
-448
3210
$394 ﹤0.01%
60
-779
3211
$392 ﹤0.01%
+3
3212
$389 ﹤0.01%
+16
3213
$384 ﹤0.01%
19
3214
$383 ﹤0.01%
13
3215
$381 ﹤0.01%
+8
3216
$376 ﹤0.01%
160
3217
$374 ﹤0.01%
12
-1,165
3218
$373 ﹤0.01%
1
3219
$370 ﹤0.01%
17
-20,830
3220
$367 ﹤0.01%
48
-1,989
3221
$367 ﹤0.01%
14
-14
3222
$363 ﹤0.01%
12
-10
3223
$360 ﹤0.01%
30
-203
3224
$358 ﹤0.01%
16
-3,464
3225
$356 ﹤0.01%
30
+10
127 128
129
130 131