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
651
$424K 0.02%
20,928
-4,024
652
$423K 0.02%
6,092
-2,659
653
$421K 0.02%
5,010
-10,063
654
$420K 0.02%
8,540
-11,596
655
$419K 0.02%
35,911
-13,673
656
$417K 0.02%
39,584
-27,363
657
$417K 0.02%
4,947
-3,072
658
$417K 0.02%
13,741
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659
$415K 0.02%
14,444
+40
660
$411K 0.02%
16,676
-112,015
661
$410K 0.02%
8,024
-215
662
$409K 0.02%
13,660
-62,317
663
$408K 0.02%
4,103
-2,798
664
$408K 0.02%
10,200
-9,522
665
$407K 0.02%
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666
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16,319
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667
$405K 0.02%
4,026
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$405K 0.02%
119,690
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669
$404K 0.02%
15,854
-8,358
670
$404K 0.02%
5,341
-43,163
671
$403K 0.02%
16,633
-16,807
672
$403K 0.02%
20,049
+7,990
673
$402K 0.02%
2,304
-7,158
674
$402K 0.02%
16,092
-14,742
675
$400K 0.02%
11,543
-153
25 26
27
28 29