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
1101
$136K 0.01%
2,714
-1,462
1102
$136K 0.01%
4,100
-3,889
1103
$136K 0.01%
1,694
-7,878
1104
$136K 0.01%
1,077
-450
1105
$136K 0.01%
3,292
-6,325
1106
$135K 0.01%
2,681
-3,068
1107
$135K 0.01%
8,916
-13,452
1108
$135K 0.01%
5,380
-824
1109
$134K 0.01%
3,945
-7,961
1110
$134K 0.01%
2,205
-8,848
1111
$134K 0.01%
800
-630
1112
$134K 0.01%
451
-195
1113
$134K 0.01%
1,214
-2,249
1114
$134K 0.01%
5,302
-19,274
1115
$133K 0.01%
3,617
-31,730
1116
$133K 0.01%
5,516
-3,127
1117
$132K 0.01%
11,579
+10,779
1118
$132K 0.01%
6,045
+284
1119
$131K 0.01%
+2,623
1120
$131K 0.01%
3,497
-1,303
1121
$131K 0.01%
4,168
-957
1122
$131K 0.01%
5,302
-4,443
1123
$131K 0.01%
1,871
-1,825
1124
$130K 0.01%
2,525
-7,619
1125
$130K 0.01%
4,091
-3,179
43 44
45
46 47