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
3301
$112 ﹤0.01%
3
-83
3302
$112 ﹤0.01%
15
-289
3303
$111 ﹤0.01%
20
-4,300
3304
$111 ﹤0.01%
5
-4
3305
$110 ﹤0.01%
5
3306
$103 ﹤0.01%
5
-2
3307
$100 ﹤0.01%
5
3308
$94 ﹤0.01%
11
3309
$92 ﹤0.01%
4
-4
3310
$90 ﹤0.01%
10
3311
$87 ﹤0.01%
18
-1,525
3312
$85 ﹤0.01%
+7
3313
$79 ﹤0.01%
2
-2
3314
$77 ﹤0.01%
+16
3315
$70 ﹤0.01%
100
-100
3316
$68 ﹤0.01%
2
-105
3317
$67 ﹤0.01%
+10
3318
$65 ﹤0.01%
8
-101
3319
$61 ﹤0.01%
10
-1,189
3320
$58 ﹤0.01%
20
3321
$55 ﹤0.01%
13
3322
$53 ﹤0.01%
1
-537
3323
$52 ﹤0.01%
2
-167
3324
$51 ﹤0.01%
6
-6,266
3325
$50 ﹤0.01%
2
-1
131 132
133
134 135