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
726
$340K 0.01%
21,070
-760
727
$340K 0.01%
12,661
-2,504
728
$340K 0.01%
10,901
-99,165
729
$338K 0.01%
9,616
-12,803
730
$338K 0.01%
13,177
-8,395
731
$336K 0.01%
1,334
-11,529
732
$336K 0.01%
13,292
-11,390
733
$336K 0.01%
13,297
-11,215
734
$335K 0.01%
20,116
-7,399
735
$334K 0.01%
13,638
-6,303
736
$334K 0.01%
10,835
-5,969
737
$333K 0.01%
5,904
-4,816
738
$333K 0.01%
14,527
+3,077
739
$333K 0.01%
7,050
-12,301
740
$332K 0.01%
25,554
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741
$332K 0.01%
6,243
-8,050
742
$330K 0.01%
18,447
-11,583
743
$328K 0.01%
12,891
-2,768
744
$328K 0.01%
13,113
-4,140
745
$325K 0.01%
4,848
-8,253
746
$325K 0.01%
21,403
+463
747
$325K 0.01%
4,390
+2,293
748
$325K 0.01%
39,824
-2,575
749
$324K 0.01%
6,940
-32
750
$322K 0.01%
5,194
-480
28 29
30
31 32