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
3251
$262 ﹤0.01%
5
-409
3252
$259 ﹤0.01%
2
3253
$257 ﹤0.01%
9
-1,590
3254
$253 ﹤0.01%
12
-711
3255
$247 ﹤0.01%
+15
3256
$244 ﹤0.01%
69
-110
3257
$244 ﹤0.01%
1
3258
$236 ﹤0.01%
5
-1,478
3259
$235 ﹤0.01%
11
3260
$232 ﹤0.01%
6
-186
3261
$231 ﹤0.01%
85
-115
3262
$227 ﹤0.01%
2
-247
3263
$218 ﹤0.01%
10
-95
3264
$218 ﹤0.01%
5
3265
$216 ﹤0.01%
8
-60
3266
$214 ﹤0.01%
17
3267
$213 ﹤0.01%
11
-11
3268
$213 ﹤0.01%
42
3269
$207 ﹤0.01%
+11
3270
$205 ﹤0.01%
12
-43
3271
$202 ﹤0.01%
170
3272
$200 ﹤0.01%
20
3273
$198 ﹤0.01%
70
3274
$197 ﹤0.01%
7
-185
3275
$194 ﹤0.01%
8
-1,659
129 130
131
132 133