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
876
$239K 0.01%
5,414
-7,692
877
$239K 0.01%
4,316
-5,365
878
$238K 0.01%
1,565
-5,339
879
$237K 0.01%
25,260
-97,516
880
$237K 0.01%
4,747
-6,179
881
$237K 0.01%
4,877
+4,867
882
$237K 0.01%
6,393
-1,355
883
$236K 0.01%
4,029
+15
884
$235K 0.01%
18,968
+5,212
885
$234K 0.01%
8,602
-54,828
886
$234K 0.01%
4,679
+4,064
887
$234K 0.01%
32,130
+9,617
888
$233K 0.01%
2,239
-4,201
889
$233K 0.01%
4,668
-3,190
890
$232K 0.01%
2,541
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891
$232K 0.01%
6,916
-673
892
$231K 0.01%
3,543
-32,238
893
$230K 0.01%
3,478
-11,202
894
$229K 0.01%
5,450
-2,486
895
$229K 0.01%
4,153
-2,771
896
$229K 0.01%
5,653
-5,146
897
$228K 0.01%
7,188
-7,780
898
$228K 0.01%
4,349
-23,232
899
$227K 0.01%
3,681
-625
900
$226K 0.01%
3,904
+3,640
34 35
36
37 38