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
801
$284K 0.01%
+6,374
802
$283K 0.01%
8,368
-3,808
803
$282K 0.01%
4,516
-24,789
804
$281K 0.01%
13,772
-5,846
805
$280K 0.01%
12,362
-74,978
806
$280K 0.01%
5,499
-193
807
$279K 0.01%
10,136
-17,886
808
$278K 0.01%
5,554
-758
809
$278K 0.01%
9,107
-48,593
810
$277K 0.01%
9,099
-8,265
811
$276K 0.01%
2,547
-10,557
812
$276K 0.01%
4,049
-1,642
813
$275K 0.01%
7,450
-115,467
814
$275K 0.01%
6,038
-21,015
815
$274K 0.01%
13,702
+1,511
816
$274K 0.01%
4,885
-1,390
817
$274K 0.01%
4,053
-41,143
818
$273K 0.01%
5,437
-1,563
819
$272K 0.01%
2,061
+355
820
$271K 0.01%
2,707
-106,443
821
$271K 0.01%
8,848
-19,590
822
$270K 0.01%
6,437
-131
823
$270K 0.01%
7,502
-32,320
824
$270K 0.01%
4,729
+3,583
825
$270K 0.01%
6,681
-21,107
31 32
33
34 35