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
501
$668K 0.03%
13,068
-4,217
502
$667K 0.03%
6,275
-3,351
503
$665K 0.03%
10,184
-6,828
504
$663K 0.03%
7,967
-11,317
505
$661K 0.03%
7,227
-21,066
506
$660K 0.03%
23,533
-22,322
507
$655K 0.03%
18,294
+70
508
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22,280
+22,125
509
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24,362
-29,497
510
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16,095
-18,870
511
$642K 0.03%
10,154
-11,485
512
$642K 0.03%
58,394
-33,784
513
$641K 0.03%
26,018
+11,739
514
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29,716
-43,084
515
$639K 0.03%
25,506
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516
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5,365
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517
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27,247
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518
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20,227
+3,600
519
$629K 0.03%
66,256
-25,512
520
$628K 0.03%
9,909
-1,490
521
$627K 0.03%
12,789
-57,769
522
$625K 0.03%
8,669
-3,859
523
$625K 0.03%
4,144
-6,122
524
$624K 0.03%
20,213
-5,581
525
$620K 0.03%
14,801
-5,945
19 20
21
22 23