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
1026
$165K 0.01%
5,424
-5,479
1027
$165K 0.01%
2,529
-678
1028
$165K 0.01%
2,464
-30,845
1029
$164K 0.01%
4,860
-585
1030
$164K 0.01%
4,589
-2,678
1031
$164K 0.01%
2,561
-26,609
1032
$163K 0.01%
2,407
-15,202
1033
$163K 0.01%
703
-13,702
1034
$163K 0.01%
6,224
+1,440
1035
$163K 0.01%
1,665
-23,410
1036
$162K 0.01%
3,239
-1,997
1037
$162K 0.01%
3,066
-9,667
1038
$161K 0.01%
8,760
-19,695
1039
$160K 0.01%
2,011
-462
1040
$160K 0.01%
8,018
-150
1041
$159K 0.01%
4,470
+1,346
1042
$159K 0.01%
5,403
1043
$158K 0.01%
20,000
1044
$158K 0.01%
3,485
-2,893
1045
$158K 0.01%
3,940
+928
1046
$158K 0.01%
185
+146
1047
$157K 0.01%
4,360
-6,915
1048
$157K 0.01%
1,085
-3,201
1049
$156K 0.01%
1,701
-163
1050
$156K 0.01%
19,125
-122,005
40 41
42
43 44