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
376
$1.07M 0.05%
42,497
+19,246
377
$1.07M 0.05%
23,069
-21,332
378
$1.06M 0.05%
43,098
+7,133
379
$1.06M 0.05%
80,050
-3,489
380
$1.06M 0.05%
6,937
-1,387
381
$1.05M 0.05%
22,912
-10,417
382
$1.05M 0.05%
15,195
-4,257
383
$1.04M 0.05%
10,207
+1,565
384
$1.04M 0.05%
55,024
+32,927
385
$1.03M 0.05%
41,031
+20,721
386
$1.03M 0.05%
8,712
-22,100
387
$1.02M 0.04%
16,447
-5,703
388
$1.02M 0.04%
8,316
+2,659
389
$1.02M 0.04%
8,691
-4,064
390
$1.02M 0.04%
19,327
-5,910
391
$1.02M 0.04%
2,909
-2,332
392
$1M 0.04%
24,275
-19,536
393
$989K 0.04%
5,301
-4,693
394
$988K 0.04%
20,923
-7,487
395
$982K 0.04%
19,804
+3,715
396
$982K 0.04%
36,880
-838
397
$981K 0.04%
19,654
-22,202
398
$974K 0.04%
87,684
-187,576
399
$969K 0.04%
11,837
-3,748
400
$963K 0.04%
47,678
-44,884
14 15
16
17 18