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
1126
$130K 0.01%
1,228
-1,526
1127
$129K 0.01%
1,865
-2,097
1128
$129K 0.01%
1,313
-3,438
1129
$128K 0.01%
2,106
-3,368
1130
$127K 0.01%
2,309
-3,400
1131
$127K 0.01%
5,298
-2,880
1132
$127K 0.01%
561
-990
1133
$126K 0.01%
2,648
-3,196
1134
$125K 0.01%
773
-1,127
1135
$125K 0.01%
1,658
-5,698
1136
$125K 0.01%
1,628
-3,348
1137
$125K 0.01%
5,486
-28,751
1138
$125K 0.01%
4,139
-4,562
1139
$125K 0.01%
4,151
-7,941
1140
$125K 0.01%
10,457
-27
1141
$124K 0.01%
5,095
-41,741
1142
$124K 0.01%
1,653
-1,863
1143
$123K 0.01%
2,355
-131
1144
$123K 0.01%
2,758
-1,539
1145
$123K 0.01%
2,459
+2,441
1146
$123K 0.01%
7,265
+6,265
1147
$123K 0.01%
10,478
-73,396
1148
$123K 0.01%
3,955
+74
1149
$123K 0.01%
2,962
+1,002
1150
$122K 0.01%
796
-1,068
44 45
46
47 48