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
3276
$188 ﹤0.01%
1
3277
$187 ﹤0.01%
8
-1,000
3278
$184 ﹤0.01%
7
-1,590
3279
$180 ﹤0.01%
24
-8,467
3280
$177 ﹤0.01%
+15
3281
$175 ﹤0.01%
15
-107
3282
$166 ﹤0.01%
32
3283
$164 ﹤0.01%
12
-828
3284
$164 ﹤0.01%
+7
3285
$162 ﹤0.01%
26
-5,517
3286
$159 ﹤0.01%
+3
3287
$155 ﹤0.01%
11
-4,233
3288
$151 ﹤0.01%
9
-99
3289
$150 ﹤0.01%
16
3290
$147 ﹤0.01%
3
3291
$142 ﹤0.01%
+29
3292
$142 ﹤0.01%
10
-200
3293
$134 ﹤0.01%
7
-66
3294
$134 ﹤0.01%
6
-1,376
3295
$129 ﹤0.01%
1
3296
$129 ﹤0.01%
15
3297
$125 ﹤0.01%
8
+4
3298
$121 ﹤0.01%
8
3299
$116 ﹤0.01%
500
-10,000
3300
$113 ﹤0.01%
4
-59
130 131
132
133 134