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
601
$512K 0.02%
7,382
-481
602
$511K 0.02%
14,759
-20,458
603
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19,238
-50,634
604
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605
$509K 0.02%
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606
$509K 0.02%
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607
$508K 0.02%
8,973
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608
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11,914
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19,478
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610
$506K 0.02%
20,342
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611
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612
$498K 0.02%
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613
$497K 0.02%
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614
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615
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619
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620
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12,745
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18,043
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622
$478K 0.02%
17,686
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623
$477K 0.02%
19,018
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624
$476K 0.02%
33,818
-13,118
625
$476K 0.02%
19,209
-27,327
23 24
25
26 27