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
551
$577K 0.03%
15,937
-11,611
552
$573K 0.02%
23,679
+4,971
553
$572K 0.02%
19,190
-30,333
554
$572K 0.02%
21,698
-9,670
555
$571K 0.02%
9,139
+2,997
556
$571K 0.02%
22,762
-682
557
$570K 0.02%
22,382
-27,320
558
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23,360
-4,882
559
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8,899
-5,326
560
$564K 0.02%
41,784
+10,476
561
$562K 0.02%
23,338
-349,340
562
$561K 0.02%
12,958
-9,341
563
$560K 0.02%
6,755
-8,098
564
$559K 0.02%
11,873
-13,148
565
$559K 0.02%
8,551
-5,250
566
$557K 0.02%
7,513
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567
$557K 0.02%
26,184
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568
$557K 0.02%
19,700
-7,925
569
$556K 0.02%
22,219
-36,561
570
$555K 0.02%
6,315
-11,137
571
$554K 0.02%
13,275
-23,178
572
$554K 0.02%
5,607
-8,161
573
$548K 0.02%
18,036
-7,925
574
$547K 0.02%
21,977
-7,279
575
$547K 0.02%
13,602
-9,773
21 22
23
24 25