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
4101
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-35
4102
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-29
4103
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-7
4104
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0
4105
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4106
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-2,000
4107
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-3,093
4108
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-154
4109
– –
-22,000
4110
– –
-46
4111
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-4
4112
– –
-603
4113
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-508
4114
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-1
4115
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-23
4116
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-224
4117
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-200
4118
– –
-2,729
4119
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-106
4120
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4121
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-464
4122
– –
-5,323
4123
– –
-11
4124
– –
-1,137
4125
– –
-4,600
163 164
165
166 167