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
701
$372K 0.02%
15,519
+445
702
$368K 0.02%
25,956
+22,120
703
$367K 0.02%
14,670
+1,517
704
$366K 0.02%
5,273
-5,179
705
$366K 0.02%
16,402
-19,857
706
$364K 0.02%
3,404
+3,038
707
$362K 0.02%
25,832
-6,475
708
$360K 0.02%
17,704
-10,580
709
$358K 0.02%
8,235
-13,166
710
$354K 0.02%
7,076
-2,808
711
$354K 0.02%
3,294
-3,178
712
$353K 0.02%
8,691
-35,105
713
$353K 0.02%
13,233
-17,637
714
$353K 0.02%
5,918
-3,379
715
$353K 0.02%
9,354
-2,470
716
$352K 0.02%
5,016
-9,622
717
$352K 0.02%
17,120
-13,462
718
$351K 0.02%
9,891
-27,500
719
$350K 0.02%
17,270
-19,010
720
$350K 0.02%
4,145
-1,295
721
$350K 0.02%
10,251
-28,880
722
$349K 0.02%
21,160
-66
723
$346K 0.02%
6,631
-8,983
724
$346K 0.02%
4,682
+1,341
725
$345K 0.02%
6,367
-678
27 28
29
30 31