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
3326
$49 ﹤0.01%
2
3327
$39 ﹤0.01%
1
3328
$39 ﹤0.01%
3
-1,158
3329
$37 ﹤0.01%
2
3330
$37 ﹤0.01%
1
-84
3331
$35 ﹤0.01%
1
-800
3332
– –
-2,283
3333
– –
0
3334
$26 ﹤0.01%
1
-700
3335
– –
0
3336
$25 ﹤0.01%
1
-1,481
3337
– –
-67
3338
– –
0
3339
$22 ﹤0.01%
1
-10,587
3340
$22 ﹤0.01%
1
-1,265
3341
$19 ﹤0.01%
24
3342
$19 ﹤0.01%
1
-6,054
3343
– –
-1
3344
– –
0
3345
– –
0
3346
$13 ﹤0.01%
30
-50
3347
$7 ﹤0.01%
2
3348
$4 ﹤0.01%
1
-6,669
3349
– –
-8
3350
$1 ﹤0.01%
1,000
132 133
134
135 136