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
451
$800K 0.03%
6,078
-637
452
$800K 0.03%
4,888
-2,089
453
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29,427
-72,380
454
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455
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456
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29,302
-76,285
457
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21,919
-61,164
458
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20,177
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459
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6,026
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460
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13,927
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461
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10,582
-1,921
462
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40,470
-91,649
463
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28,052
-38,820
464
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41,182
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465
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466
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467
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5,389
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468
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8,329
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469
$743K 0.03%
5,883
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470
$743K 0.03%
13,000
-69
471
$741K 0.03%
29,177
+2,428
472
$736K 0.03%
6,036
-3,202
473
$733K 0.03%
38,243
-52,998
474
$730K 0.03%
5,046
-439
475
$728K 0.03%
12,006
-42,624
17 18
19
20 21