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
126
$3.61M 0.16%
131,827
+83,128
127
$3.6M 0.16%
33,898
-21,511
128
$3.59M 0.16%
139,290
-198,960
129
$3.58M 0.16%
151,952
+29,740
130
$3.53M 0.15%
175,739
-35,456
131
$3.52M 0.15%
10,671
+1,786
132
$3.49M 0.15%
18,959
-12,978
133
$3.46M 0.15%
24,036
-6,421
134
$3.44M 0.15%
137,478
-13,431
135
$3.42M 0.15%
178,548
-18,844
136
$3.41M 0.15%
105,739
-208,323
137
$3.4M 0.15%
33,968
-8,631
138
$3.38M 0.15%
168,810
-19,849
139
$3.35M 0.15%
49,759
-27,530
140
$3.35M 0.15%
95,626
+1,494
141
$3.33M 0.14%
28,893
-993
142
$3.3M 0.14%
38,846
+32,696
143
$3.22M 0.14%
41,243
-25,072
144
$3.21M 0.14%
15,548
-17,836
145
$3.2M 0.14%
37,459
-3,789
146
$3.2M 0.14%
160,201
-1,855
147
$3.2M 0.14%
14,667
-1,708
148
$3.19M 0.14%
27,748
-19,128
149
$3.19M 0.14%
63,727
-33,780
150
$3.13M 0.14%
45,039
+8,975
4 5
6
7 8