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
101
$4.54M 0.2%
92,100
+4,964
102
$4.5M 0.2%
193,393
+54,251
103
$4.48M 0.2%
33,502
-5,952
104
$4.44M 0.19%
77,192
-15,858
105
$4.4M 0.19%
38,911
-50,452
106
$4.37M 0.19%
66,133
-119,564
107
$4.35M 0.19%
67,986
-12,950
108
$4.33M 0.19%
35,119
-4,765
109
$4.27M 0.19%
45,135
-3,004
110
$4.16M 0.18%
36,548
+606
111
$4.15M 0.18%
52,870
+8,189
112
$4.1M 0.18%
70,034
-25
113
$4.09M 0.18%
135,566
-14,987
114
$4.03M 0.18%
117,743
+82,763
115
$4.01M 0.17%
218,997
+17,927
116
$3.99M 0.17%
26,948
+2,739
117
$3.98M 0.17%
64,214
-13,261
118
$3.89M 0.17%
161,486
+33,964
119
$3.8M 0.17%
133,196
+76,773
120
$3.8M 0.17%
80,306
+6,136
121
$3.7M 0.16%
121,202
-34,829
122
$3.68M 0.16%
196,616
-219,693
123
$3.66M 0.16%
120,802
-18,590
124
$3.63M 0.16%
71,459
-160,841
125
$3.61M 0.16%
364,073
-8,065
3 4
5
6 7