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
3226
$342 ﹤0.01%
400
3227
$338 ﹤0.01%
8
-184
3228
$330 ﹤0.01%
47
-718
3229
$330 ﹤0.01%
50
3230
$329 ﹤0.01%
7
3231
$326 ﹤0.01%
9
-746
3232
$324 ﹤0.01%
8
-86
3233
$315 ﹤0.01%
50
-50
3234
$314 ﹤0.01%
21
-1,979
3235
$309 ﹤0.01%
17
3236
$307 ﹤0.01%
20
-42
3237
$303 ﹤0.01%
124
3238
$301 ﹤0.01%
17
-223
3239
$300 ﹤0.01%
19
-337
3240
$300 ﹤0.01%
5
3241
$298 ﹤0.01%
16
3242
$296 ﹤0.01%
18
3243
$289 ﹤0.01%
+1
3244
$287 ﹤0.01%
+19
3245
$276 ﹤0.01%
21
-583
3246
$272 ﹤0.01%
10
3247
$271 ﹤0.01%
87
-500
3248
$270 ﹤0.01%
1
-63
3249
$268 ﹤0.01%
60
-6,444
3250
$268 ﹤0.01%
110
-495
128 129
130
131 132