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
776
$300K 0.01%
7,571
-4,206
777
$300K 0.01%
2,760
-1,727
778
$300K 0.01%
2,820
-2,446
779
$300K 0.01%
5,750
-7,780
780
$299K 0.01%
9,480
-9,630
781
$299K 0.01%
10,763
-237
782
$295K 0.01%
11,484
-13,346
783
$295K 0.01%
11,561
+1,002
784
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1,270
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785
$294K 0.01%
8,408
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786
$293K 0.01%
5,306
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787
$293K 0.01%
20,411
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788
$292K 0.01%
2,059
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789
$292K 0.01%
6,378
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$292K 0.01%
22,090
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792
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22,749
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9,245
795
$289K 0.01%
2,062
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796
$289K 0.01%
3,561
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797
$288K 0.01%
11,554
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798
$287K 0.01%
10,363
-5,678
799
$285K 0.01%
13,344
-200
800
$284K 0.01%
8,320
-776
30 31
32
33 34