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
751
$318K 0.01%
5,484
-932
752
$316K 0.01%
11,283
-4,425
753
$315K 0.01%
13,946
-6,504
754
$315K 0.01%
13,984
+6,166
755
$315K 0.01%
1,421
-1,476
756
$314K 0.01%
918
+577
757
$313K 0.01%
6,490
-9,935
758
$312K 0.01%
3,107
-2,539
759
$312K 0.01%
17,995
+15,179
760
$310K 0.01%
6,856
+4,788
761
$310K 0.01%
5,138
-489
762
$309K 0.01%
6,263
-290
763
$309K 0.01%
2,237
-8,270
764
$309K 0.01%
12,559
-6,119
765
$307K 0.01%
6,990
-9,283
766
$305K 0.01%
1,197
-1,262
767
$305K 0.01%
6,144
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768
$304K 0.01%
7,052
-2,721
769
$304K 0.01%
15,134
-532,230
770
$303K 0.01%
7,896
-169
771
$303K 0.01%
6,672
-16,155
772
$303K 0.01%
4,596
-10,353
773
$303K 0.01%
3,493
-12,528
774
$302K 0.01%
10,047
-3,711
775
$300K 0.01%
+12,006
29 30
31
32 33