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
326
$1.26M 0.05%
50,735
-4,495
327
$1.25M 0.05%
62,401
+25,555
328
$1.24M 0.05%
41,695
+6,768
329
$1.24M 0.05%
30,982
+30,118
330
$1.23M 0.05%
41,985
+14,501
331
$1.23M 0.05%
11,625
+11,050
332
$1.22M 0.05%
11,721
-19,050
333
$1.22M 0.05%
16,749
-6,560
334
$1.21M 0.05%
41,964
-30,995
335
$1.2M 0.05%
48,081
-6,499
336
$1.2M 0.05%
55,479
-904,269
337
$1.19M 0.05%
45,833
+8,324
338
$1.19M 0.05%
31,390
-1,702
339
$1.18M 0.05%
39,131
-24,092
340
$1.17M 0.05%
26,075
-9,647
341
$1.16M 0.05%
35,044
-18,269
342
$1.16M 0.05%
46,158
-7,820
343
$1.16M 0.05%
23,064
-1,301
344
$1.15M 0.05%
9,847
-8,478
345
$1.15M 0.05%
14,653
-1,766
346
$1.15M 0.05%
22,558
-3,828
347
$1.14M 0.05%
10,401
-1,489
348
$1.14M 0.05%
12,797
-35,557
349
$1.13M 0.05%
14,907
-9,024
350
$1.13M 0.05%
8,867
-10,261
12 13
14
15 16