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
76
$6.15M 0.27%
163,605
-86,883
77
$6.01M 0.26%
199,301
-2,941
78
$5.95M 0.26%
56,864
-23,412
79
$5.85M 0.25%
118,438
-3,612
80
$5.79M 0.25%
32,133
-29,863
81
$5.73M 0.25%
182,993
-23,115
82
$5.6M 0.24%
223,900
-307,733
83
$5.56M 0.24%
177,849
-327,196
84
$5.32M 0.23%
114,044
-21,713
85
$5.24M 0.23%
122,080
-2,075
86
$5.21M 0.23%
96,573
+19,338
87
$5.17M 0.23%
203,894
-171,140
88
$5.17M 0.22%
62,057
-146,248
89
$5.03M 0.22%
139,630
-8,250
90
$4.9M 0.21%
165,332
-51,627
91
$4.89M 0.21%
193,486
-18,250
92
$4.87M 0.21%
53,485
-60,006
93
$4.86M 0.21%
46,815
-24,758
94
$4.79M 0.21%
23,900
-66,927
95
$4.76M 0.21%
52,833
-142,973
96
$4.68M 0.2%
8,743
+2,214
97
$4.67M 0.2%
44,155
+619
98
$4.66M 0.2%
97,100
+27,494
99
$4.65M 0.2%
174,316
+172,871
100
$4.64M 0.2%
110,290
-219,325
2 3
4
5 6