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
3376
– –
-126
3377
– –
-3
3378
– –
-250
3379
– –
-3,700
3380
– –
-275
3381
– –
-156
3382
– –
-513
3383
– –
-21
3384
– –
-1,026
3385
– –
0
3386
– –
-49
3387
– –
-11
3388
– –
-31
3389
– –
-1,500
3390
– –
-10
3391
– –
-8,925
3392
– –
-400
3393
– –
-11
3394
– –
-326
3395
– –
-16,927
3396
– –
-224
3397
– –
-205
3398
– –
-1,456
3399
– –
-294
3400
– –
-131
134 135
136
137 138