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
576
$546K 0.02%
11,404
-49,056
577
$545K 0.02%
18,012
-72,917
578
$545K 0.02%
2,027
-742
579
$541K 0.02%
6,739
-28,218
580
$537K 0.02%
5,167
+3,195
581
$536K 0.02%
9,199
-1,281
582
$536K 0.02%
21,235
-47,983
583
$534K 0.02%
23,236
-17,614
584
$531K 0.02%
21,216
-48,903
585
$530K 0.02%
26,339
-11,915
586
$524K 0.02%
18,759
-22,957
587
$523K 0.02%
5,040
-7,926
588
$522K 0.02%
11,438
-7,565
589
$521K 0.02%
8,902
-199
590
$519K 0.02%
7,081
+1,587
591
$519K 0.02%
55,706
+44,009
592
$519K 0.02%
20,650
-2,545
593
$519K 0.02%
6,401
-22,682
594
$519K 0.02%
17,894
-23,563
595
$518K 0.02%
7,456
-4,650
596
$518K 0.02%
2,435
-3,736
597
$518K 0.02%
20,689
+4,444
598
$516K 0.02%
16,235
+11,541
599
$515K 0.02%
9,680
-23,196
600
$512K 0.02%
9,216
+9,045
22 23
24
25 26