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
476
$726K 0.03%
36,304
-88,036
477
$723K 0.03%
6,579
-10,760
478
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9,990
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480
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26,583
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481
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19,250
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482
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121,780
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483
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27,913
-17,343
485
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486
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14,005
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487
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488
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53,450
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489
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19,774
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490
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11,289
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494
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11,429
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495
$685K 0.03%
16,528
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496
$685K 0.03%
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497
$680K 0.03%
32,234
-45,546
498
$670K 0.03%
26,522
-26,644
499
$668K 0.03%
4,702
-13,853
500
$668K 0.03%
8,134
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18 19
20
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