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
4601
– –
0
4602
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-36
4603
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-90
4604
– –
-2,595
4605
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-3
4606
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-69
4607
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-225
4608
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-163
4609
– –
-2
4610
– –
-586
4611
– –
-243
4612
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-796
4613
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-307
4614
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-18
4615
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-526
4616
– –
-99,211
4617
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-40
4618
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-2,246
4619
– –
-18
4620
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-35
4621
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-17
4622
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-4,600
4623
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-8,793
4624
– –
-1,212
4625
– –
-6,500
183 184
185
186 187