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
951
$198K 0.01%
3,554
-23,866
952
$197K 0.01%
4,529
-11,808
953
$196K 0.01%
4,263
-10,534
954
$196K 0.01%
1,202
-1,549
955
$196K 0.01%
3,970
-2,793
956
$196K 0.01%
588
-240
957
$196K 0.01%
12,650
+11,600
958
$193K 0.01%
3,071
+196
959
$193K 0.01%
1,063
-1,596
960
$192K 0.01%
6,077
-1,099
961
$192K 0.01%
5,209
-8,695
962
$192K 0.01%
13,789
+1,073
963
$191K 0.01%
8,708
-1,166
964
$190K 0.01%
1,341
-440
965
$189K 0.01%
3,106
-3,686
966
$189K 0.01%
150
967
$188K 0.01%
9,298
-946
968
$188K 0.01%
7,471
-15,792
969
$187K 0.01%
6,200
-10,545
970
$187K 0.01%
5,329
-8,947
971
$187K 0.01%
+3,648
972
$187K 0.01%
7,599
-1,982
973
$186K 0.01%
6,782
-7,258
974
$186K 0.01%
3,588
-2,244
975
$185K 0.01%
3,285
-9,539
37 38
39
40 41