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
526
$618K 0.03%
26,743
-34,795
527
$617K 0.03%
11,069
-11,694
528
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22,688
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531
$612K 0.03%
8,380
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532
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8,532
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533
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31,364
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534
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21,165
-110,535
535
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536
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537
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10,483
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538
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2,674
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539
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23,243
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11,559
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546
$582K 0.03%
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547
$580K 0.03%
8,444
-10,110
548
$580K 0.03%
4,718
-7,017
549
$579K 0.03%
4,082
-7,754
550
$579K 0.03%
3,147
-7,542
20 21
22
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