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
401
$963K 0.04%
38,610
+2,954
402
$957K 0.04%
18,734
+17,570
403
$955K 0.04%
38,317
+4,536
404
$952K 0.04%
47,504
+29,316
405
$951K 0.04%
8,714
+6,334
406
$949K 0.04%
15,846
-70,787
407
$949K 0.04%
46,596
-90,765
408
$947K 0.04%
6,192
-5,165
409
$946K 0.04%
36,887
-136,730
410
$942K 0.04%
37,597
-760
411
$941K 0.04%
8,569
-2,827
412
$940K 0.04%
744
-120
413
$937K 0.04%
37,240
-10,034
414
$935K 0.04%
7,152
-251
415
$934K 0.04%
2,749
-1,131
416
$928K 0.04%
8,121
-30,432
417
$916K 0.04%
31,335
-2,998
418
$910K 0.04%
36,141
-7,448
419
$904K 0.04%
36,178
+2,849
420
$900K 0.04%
11,007
-889
421
$898K 0.04%
13,291
-24,624
422
$897K 0.04%
14,624
-12,101
423
$893K 0.04%
8,868
-2,964
424
$891K 0.04%
12,408
-2,426
425
$890K 0.04%
13,593
-83,486
15 16
17
18 19