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
1001
$174K 0.01%
585
-532
1002
$173K 0.01%
3,455
-471
1003
$172K 0.01%
3,664
-1,145
1004
$172K 0.01%
4,507
-4,791
1005
$172K 0.01%
3,621
-5,079
1006
$172K 0.01%
2,110
-135,116
1007
$171K 0.01%
5,101
-6,391
1008
$171K 0.01%
639
-507
1009
$171K 0.01%
2,632
+1,859
1010
$170K 0.01%
3,423
-5,082
1011
$170K 0.01%
6,930
-7,493
1012
$170K 0.01%
5,550
-425
1013
$169K 0.01%
1,044
-68
1014
$168K 0.01%
2,679
-5,220
1015
$167K 0.01%
372,189
1016
$167K 0.01%
4,963
-2,226
1017
$167K 0.01%
2,141
-3,528
1018
$167K 0.01%
3,093
-5,155
1019
$167K 0.01%
6,627
-2,816
1020
$167K 0.01%
4,909
-42
1021
$167K 0.01%
2,415
+1,958
1022
$166K 0.01%
2,715
-2,128
1023
$166K 0.01%
5,432
-18,892
1024
$166K 0.01%
3,300
-378
1025
$166K 0.01%
1,401
-1,148
39 40
41
42 43