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
4551
– –
-15,986
4552
– –
-10
4553
– –
-49
4554
– –
-3
4555
– –
-1,000
4556
– –
-5
4557
– –
-200
4558
– –
-1,272
4559
– –
-1
4560
– –
-1,179
4561
– –
-455
4562
– –
-41,957
4563
– –
-67
4564
– –
-68
4565
– –
-130
4566
– –
-2,500
4567
– –
-165
4568
– –
-348
4569
– –
-295
4570
– –
-3
4571
– –
-75
4572
– –
-3,268
4573
– –
-12,526
4574
– –
-7,048
4575
– –
-100
181 182
183
184 185