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
926
$213K 0.01%
8,399
-12,705
927
$212K 0.01%
8,585
-5,183
928
$212K 0.01%
8,465
-25,518
929
$212K 0.01%
3,331
-778
930
$209K 0.01%
3,201
-4,826
931
$209K 0.01%
2,564
-126
932
$208K 0.01%
3,154
-728
933
$208K 0.01%
2,365
-1,535
934
$207K 0.01%
10,080
-888
935
$205K 0.01%
5,546
-7,690
936
$205K 0.01%
3,088
-38,732
937
$205K 0.01%
6,340
-852
938
$204K 0.01%
2,134
-2,218
939
$204K 0.01%
2,909
-1,761
940
$203K 0.01%
8,828
+2,034
941
$203K 0.01%
1,429
-1,883
942
$203K 0.01%
2,139
-51,373
943
$202K 0.01%
11,090
-5,030
944
$202K 0.01%
8,054
-8,152
945
$201K 0.01%
+7,995
946
$201K 0.01%
1,426
947
$201K 0.01%
1,939
-4,700
948
$201K 0.01%
4,021
+2,997
949
$200K 0.01%
2,042
-46,926
950
$198K 0.01%
15,210
+60
36 37
38
39 40