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
3551
– –
-3,920
3552
– –
-1,114
3553
– –
-209
3554
– –
-280
3555
– –
-350
3556
– –
-56
3557
– –
-453
3558
– –
-20
3559
– –
-39
3560
– –
-200
3561
– –
-270
3562
– –
-440
3563
– –
-6
3564
– –
-10
3565
– –
-73
3566
– –
-1,147
3567
– –
-125
3568
– –
-1,175
3569
– –
-100
3570
– –
-1
3571
– –
-14,428
3572
– –
-20
3573
– –
-3,883
3574
– –
-75
3575
– –
-70,000
141 142
143
144 145