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
676
$399K 0.02%
10,224
-7,973
677
$399K 0.02%
3,808
-2,432
678
$399K 0.02%
7,933
-19,651
679
$398K 0.02%
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+102
680
$398K 0.02%
660
-233
681
$395K 0.02%
8,052
-50,251
682
$395K 0.02%
27,320
-25,262
683
$394K 0.02%
12,306
+10,872
684
$394K 0.02%
11,540
+927
685
$393K 0.02%
6,906
-7,501
686
$389K 0.02%
19,421
-54,852
687
$388K 0.02%
2,010
-859
688
$388K 0.02%
5,987
+1,940
689
$387K 0.02%
4,182
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690
$385K 0.02%
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$385K 0.02%
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692
$385K 0.02%
7,971
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693
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8,523
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694
$380K 0.02%
11,831
-11,117
695
$380K 0.02%
9,565
-7,020
696
$380K 0.02%
9,362
-4,956
697
$378K 0.02%
24,483
+835
698
$378K 0.02%
10,265
-42,668
699
$377K 0.02%
7,045
-7,654
700
$373K 0.02%
18,744
-9,370
26 27
28
29 30