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
1051
$156K 0.01%
3,379
-1,309
1052
$155K 0.01%
3,353
+756
1053
$155K 0.01%
1,707
-3,286
1054
$154K 0.01%
4,947
-5,671
1055
$154K 0.01%
1,871
-1,318
1056
$153K 0.01%
6,501
-54,710
1057
$153K 0.01%
6,300
1058
$152K 0.01%
2,522
-945
1059
$150K 0.01%
7,617
-57,909
1060
$150K 0.01%
1,807
+43
1061
$150K 0.01%
5,591
-8,095
1062
$149K 0.01%
2,845
-9,881
1063
$149K 0.01%
9,275
+3,978
1064
$149K 0.01%
5,152
-7,493
1065
$149K 0.01%
737
-1,173
1066
$148K 0.01%
2,424
-3,531
1067
$148K 0.01%
6,798
-5,712
1068
$148K 0.01%
7,934
+796
1069
$148K 0.01%
4,856
-10,594
1070
$148K 0.01%
1,447
1071
$148K 0.01%
1,156
+33
1072
$147K 0.01%
3,297
-984
1073
$146K 0.01%
5,961
-22,207
1074
$146K 0.01%
717
-39
1075
$146K 0.01%
1,287
-519
41 42
43
44 45