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
426
$887K 0.04%
10,828
-22,450
427
$885K 0.04%
20,031
-28,943
428
$884K 0.04%
15,856
+6,598
429
$883K 0.04%
21,209
-13,123
430
$882K 0.04%
2,834
-2,803
431
$882K 0.04%
7,882
-49,822
432
$875K 0.04%
2,191
-537
433
$869K 0.04%
17,580
-26,094
434
$862K 0.04%
8,638
-1,386
435
$855K 0.04%
31,960
-849
436
$854K 0.04%
71,804
+70,892
437
$848K 0.04%
7,128
-7,418
438
$848K 0.04%
15,999
-138
439
$846K 0.04%
13,202
-16,616
440
$846K 0.04%
34,411
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441
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22,277
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442
$839K 0.04%
33,571
-8,629
443
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4,077
-5,765
444
$828K 0.04%
52,399
-87,017
445
$828K 0.04%
40,844
-160
446
$827K 0.04%
22,956
-7,645
447
$820K 0.04%
26,488
+19,453
448
$818K 0.04%
17,570
-2,227
449
$816K 0.04%
32,015
-39,638
450
$801K 0.03%
21,347
+9,053
16 17
18
19 20