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
1351
$81K ﹤0.01%
1,015
-58
1352
$80.8K ﹤0.01%
649
-9,441
1353
$80.7K ﹤0.01%
1,993
-4,009
1354
$80.4K ﹤0.01%
3,031
-1,458
1355
$80.1K ﹤0.01%
50,075
1356
$80K ﹤0.01%
906
-1,437
1357
$80K ﹤0.01%
758
-5,781
1358
$79.6K ﹤0.01%
3,527
-5,942
1359
$79.6K ﹤0.01%
387
-587
1360
$79.6K ﹤0.01%
175
-2,780
1361
$79.5K ﹤0.01%
5,300
-142,731
1362
$79.4K ﹤0.01%
6,071
-10,639
1363
$79.2K ﹤0.01%
1,966
-2,041
1364
$79.1K ﹤0.01%
4,296
+25
1365
$78.9K ﹤0.01%
1,720
-1,826
1366
$78.8K ﹤0.01%
870
-94
1367
$78.7K ﹤0.01%
27,412
1368
$78.7K ﹤0.01%
4,426
-2,773
1369
$78.4K ﹤0.01%
2,152
+92
1370
$78.1K ﹤0.01%
350
-218
1371
$77.9K ﹤0.01%
2,954
-27,546
1372
$77.7K ﹤0.01%
1,508
-350
1373
$77.6K ﹤0.01%
3,350
-66
1374
$77.5K ﹤0.01%
3,216
1375
$77.4K ﹤0.01%
3,855
-1,482
53 54
55
56 57