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
1151
$122K 0.01%
1,898
-2,668
1152
$122K 0.01%
12,605
-8,838
1153
$122K 0.01%
5,545
-6,628
1154
$122K 0.01%
4,946
-3,932
1155
$121K 0.01%
3,369
+137
1156
$121K 0.01%
4,326
-4,786
1157
$121K 0.01%
5,152
-4,608
1158
$121K 0.01%
1,142
-13,234
1159
$121K 0.01%
133
-1
1160
$120K 0.01%
1,600
+600
1161
$120K 0.01%
96
1162
$120K 0.01%
584
-6,899
1163
$119K 0.01%
873
-1,631
1164
$119K 0.01%
7,702
-11,097
1165
$119K 0.01%
3,208
-4,266
1166
$119K 0.01%
1,687
-367
1167
$119K 0.01%
761
+597
1168
$119K 0.01%
4,783
-1,722
1169
$119K 0.01%
8,507
-1,141
1170
$118K 0.01%
2,056
-462
1171
$118K 0.01%
3,281
-3,890
1172
$118K 0.01%
2,000
+1,260
1173
$118K 0.01%
3,006
-245
1174
$117K 0.01%
4,914
+1,836
1175
$117K 0.01%
1,629
-1,087
45 46
47
48 49