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
901
$226K 0.01%
6,549
-3,751
902
$225K 0.01%
4,843
-3,374
903
$224K 0.01%
997
+1
904
$224K 0.01%
20,163
-16,763
905
$223K 0.01%
6,176
-4,198
906
$223K 0.01%
4,547
+39
907
$221K 0.01%
9,559
-15,478
908
$221K 0.01%
2,953
-88
909
$220K 0.01%
1,388
-353
910
$220K 0.01%
7,197
-1,819
911
$219K 0.01%
7,886
-34,780
912
$219K 0.01%
5,034
-2,346
913
$219K 0.01%
7,021
-2,827
914
$219K 0.01%
1,896
-1,671
915
$218K 0.01%
4,984
-2,657
916
$218K 0.01%
4,829
-204,033
917
$218K 0.01%
1,086
-292
918
$218K 0.01%
7,542
-3,955
919
$218K 0.01%
8,124
-12,654
920
$216K 0.01%
8,491
-2,431
921
$215K 0.01%
8,624
-9,750
922
$215K 0.01%
5,110
-107,300
923
$214K 0.01%
8,560
+1,540
924
$214K 0.01%
8,435
-15,104
925
$214K 0.01%
5,139
-4,809
35 36
37
38 39