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
51
$8.51M 0.37%
100,611
-89,052
52
$8.36M 0.36%
478,220
-72,387
53
$8.22M 0.36%
93,757
-76,787
54
$7.99M 0.35%
174,329
-48,920
55
$7.94M 0.35%
94,059
-34,148
56
$7.9M 0.34%
45,734
-45,939
57
$7.45M 0.32%
209,794
-133,894
58
$7.33M 0.32%
64,169
-33,675
59
$7.12M 0.31%
12,106
+3,058
60
$7.04M 0.31%
178,570
-321,795
61
$6.98M 0.3%
158,301
-3,342
62
$6.9M 0.3%
273,041
-35,434
63
$6.78M 0.3%
227,173
-217,491
64
$6.77M 0.29%
81,212
-61,691
65
$6.75M 0.29%
45,548
-2,298
66
$6.68M 0.29%
137,466
-99,818
67
$6.67M 0.29%
93,488
-53,920
68
$6.66M 0.29%
62,798
-29,383
69
$6.51M 0.28%
130,460
-19,995
70
$6.51M 0.28%
63,300
-41,207
71
$6.42M 0.28%
59,471
-12,976
72
$6.39M 0.28%
142,884
-544,765
73
$6.37M 0.28%
21,464
+3,250
74
$6.25M 0.27%
252,669
+12,453
75
$6.17M 0.27%
258,020
+44,230
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3
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