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
351
$1.13M 0.05%
13,355
-28,331
352
$1.12M 0.05%
40,404
-46,623
353
$1.12M 0.05%
38,189
-23,542
354
$1.12M 0.05%
55,993
+8,295
355
$1.12M 0.05%
15,791
-27,088
356
$1.12M 0.05%
31,623
-49,018
357
$1.11M 0.05%
13,723
-10,588
358
$1.11M 0.05%
120,914
-163,799
359
$1.11M 0.05%
12,663
-470
360
$1.1M 0.05%
14,145
-12,499
361
$1.1M 0.05%
19,640
-29,347
362
$1.1M 0.05%
43,923
-85,048
363
$1.1M 0.05%
22,072
+583
364
$1.09M 0.05%
20,261
-4,367
365
$1.09M 0.05%
24,922
+24,316
366
$1.09M 0.05%
35,505
-25,333
367
$1.09M 0.05%
43,502
-5,699
368
$1.09M 0.05%
21,000
-11,621
369
$1.08M 0.05%
17,786
-9,347
370
$1.08M 0.05%
41,769
-242
371
$1.08M 0.05%
22,304
+961
372
$1.08M 0.05%
26,850
-6,634
373
$1.07M 0.05%
89,543
-31,730
374
$1.07M 0.05%
21,393
-113,898
375
$1.07M 0.05%
40,124
-19,615
13 14
15
16 17