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
976
$185K 0.01%
12,832
-26,226
977
$184K 0.01%
2,366
-290
978
$183K 0.01%
1,951
-3,458
979
$183K 0.01%
1,857
-89
980
$183K 0.01%
1,948
-3,317
981
$183K 0.01%
35,759
+7,000
982
$182K 0.01%
3,643
-1,597
983
$182K 0.01%
5,697
-7,115
984
$181K 0.01%
9,450
-7,350
985
$181K 0.01%
9,000
986
$181K 0.01%
3,215
-441
987
$179K 0.01%
2,129
-225
988
$179K 0.01%
9,060
+2,318
989
$179K 0.01%
1,608
-3,484
990
$179K 0.01%
2,224
-819
991
$178K 0.01%
6,036
-1,291
992
$177K 0.01%
3,456
-1,964
993
$177K 0.01%
2,778
-25,908
994
$177K 0.01%
4,924
-21,389
995
$177K 0.01%
3,013
-2,871
996
$177K 0.01%
5,572
-2,431
997
$176K 0.01%
2,614
+2,198
998
$175K 0.01%
7,994
-13,652
999
$174K 0.01%
2,845
-1,009
1000
$174K 0.01%
2,601
+1,079
38 39
40
41 42