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
301
$1.41M 0.06%
18,147
-14,144
302
$1.41M 0.06%
18,249
-41,425
303
$1.41M 0.06%
30,464
+25,262
304
$1.38M 0.06%
41,297
+30,822
305
$1.38M 0.06%
26,111
-29,518
306
$1.38M 0.06%
9,878
-3,416
307
$1.36M 0.06%
19,889
+3,545
308
$1.35M 0.06%
7,804
+4,332
309
$1.35M 0.06%
29,349
+7,813
310
$1.35M 0.06%
13,563
-16,037
311
$1.35M 0.06%
8,479
-15,187
312
$1.35M 0.06%
15,380
-4,834
313
$1.34M 0.06%
21,145
-9,829
314
$1.34M 0.06%
21,184
-20,023
315
$1.34M 0.06%
5,122
-1,345
316
$1.32M 0.06%
8,395
-10,248
317
$1.32M 0.06%
14,770
-1,258
318
$1.31M 0.06%
27,008
+915
319
$1.31M 0.06%
48,528
-15,836
320
$1.3M 0.06%
56,975
-59,226
321
$1.29M 0.06%
23,711
-64,429
322
$1.29M 0.06%
46,335
-31,035
323
$1.29M 0.06%
18,257
-4,716
324
$1.28M 0.06%
63,774
-49,433
325
$1.28M 0.06%
31,311
-51,238
11 12
13
14 15