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
26
$14.4M 0.63%
658,245
-1,109,550
27
$13.7M 0.6%
571,340
-372,305
28
$13.4M 0.58%
268,094
-306,128
29
$13.3M 0.58%
530,901
-1,260
30
$13M 0.57%
708,156
+3,999
31
$12.5M 0.54%
247,836
+247,593
32
$12.5M 0.54%
495,792
+45,453
33
$12.4M 0.54%
150,324
-150,119
34
$12.4M 0.54%
112,057
-145,432
35
$12.3M 0.54%
64,274
-22,762
36
$12.2M 0.53%
248,426
+186,135
37
$12M 0.52%
56,616
-79,835
38
$12M 0.52%
372,907
-186,217
39
$11.3M 0.49%
132,279
-681
40
$11M 0.48%
661,800
-404,310
41
$10.8M 0.47%
67,069
-45,309
42
$10.6M 0.46%
355,677
-263,930
43
$10.6M 0.46%
350,615
-7,555
44
$10.6M 0.46%
103,363
-48,087
45
$10.5M 0.46%
471,942
-27,894
46
$10.3M 0.45%
131,278
+126,856
47
$9.42M 0.41%
254,618
-212,168
48
$9.01M 0.39%
298,930
-103,016
49
$8.67M 0.38%
362,244
-6,318
50
$8.54M 0.37%
70,734
-2,801
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