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
626
$469K 0.02%
3,017
-5,793
627
$467K 0.02%
10,654
-9,014
628
$466K 0.02%
15,828
+7,223
629
$465K 0.02%
4,919
-738
630
$464K 0.02%
7,438
-22,534
631
$463K 0.02%
9,029
-7,645
632
$463K 0.02%
14,518
-15,661
633
$460K 0.02%
2,534
-1,020
634
$459K 0.02%
10,377
-387
635
$459K 0.02%
7,959
-16,779
636
$456K 0.02%
12,027
-4,150
637
$455K 0.02%
36,342
+7,485
638
$454K 0.02%
15,380
-62,908
639
$454K 0.02%
4,503
-9,149
640
$451K 0.02%
5,721
-3,194
641
$450K 0.02%
5,310
-4,226
642
$447K 0.02%
7,763
-7,472
643
$443K 0.02%
10,648
-12,138
644
$439K 0.02%
3,609
-280
645
$437K 0.02%
4,818
-24,088
646
$431K 0.02%
17,256
-8,731
647
$429K 0.02%
4,618
-12,609
648
$428K 0.02%
10,257
-17,884
649
$427K 0.02%
17,031
-17,994
650
$427K 0.02%
15,817
-10,017
24 25
26
27 28