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
851
$251K 0.01%
2,382
-4,145
852
$250K 0.01%
2,634
+1,715
853
$250K 0.01%
9,938
-7,589
854
$250K 0.01%
7,899
-29,681
855
$249K 0.01%
6,489
-270
856
$248K 0.01%
6,856
857
$248K 0.01%
3,806
-5,897
858
$248K 0.01%
5,120
-7,808
859
$247K 0.01%
1,979
-2,363
860
$247K 0.01%
5,277
-19,850
861
$247K 0.01%
8,518
-3,788
862
$247K 0.01%
5,488
+4,978
863
$247K 0.01%
17,027
-40,646
864
$246K 0.01%
2,521
+1,604
865
$246K 0.01%
8,566
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866
$244K 0.01%
4,654
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867
$244K 0.01%
9,957
-29,036
868
$244K 0.01%
9,701
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869
$243K 0.01%
1,493
-15,591
870
$243K 0.01%
3,159
-1,036
871
$242K 0.01%
1,364
-2,282
872
$242K 0.01%
2,276
-1,143
873
$241K 0.01%
3,471
-4,600
874
$240K 0.01%
1,265
-694
875
$240K 0.01%
695
-110
33 34
35
36 37