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
826
$269K 0.01%
8,839
+124
827
$269K 0.01%
6,419
-18,969
828
$269K 0.01%
3,495
+1,619
829
$267K 0.01%
8,975
-5,650
830
$267K 0.01%
5,999
+895
831
$267K 0.01%
14,868
-3,166
832
$266K 0.01%
5,573
-13,591
833
$266K 0.01%
10,985
-7,780
834
$265K 0.01%
4,776
-4,279
835
$265K 0.01%
1,978
+244
836
$265K 0.01%
+10,523
837
$265K 0.01%
4,597
-3,030
838
$263K 0.01%
20,922
-2,298
839
$263K 0.01%
10,468
+3,517
840
$263K 0.01%
8,430
-8,223
841
$263K 0.01%
5,815
-2,587
842
$262K 0.01%
123
-200
843
$261K 0.01%
5,206
-1,584
844
$259K 0.01%
3,415
-4,667
845
$257K 0.01%
5,417
-3,215
846
$256K 0.01%
5,397
+4,786
847
$256K 0.01%
+10,500
848
$254K 0.01%
9,942
-5,281
849
$252K 0.01%
13,790
+10,472
850
$251K 0.01%
3,408
+399
32 33
34
35 36