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
151
$3.12M 0.14%
37,386
-255,732
152
$3.1M 0.14%
15,430
-6,062
153
$3.09M 0.13%
28,911
+4,730
154
$3.08M 0.13%
138,012
-55,002
155
$3.08M 0.13%
38,759
-7,187
156
$3.07M 0.13%
29,354
-47,727
157
$3.05M 0.13%
171,280
+5,657
158
$3.02M 0.13%
100,366
-22,953
159
$2.99M 0.13%
24,716
-4,643
160
$2.97M 0.13%
118,240
-134,504
161
$2.96M 0.13%
27,326
+5,993
162
$2.95M 0.13%
38,853
-6,605
163
$2.93M 0.13%
118,071
-136,048
164
$2.92M 0.13%
117,664
-59,678
165
$2.91M 0.13%
55,146
-53,630
166
$2.89M 0.13%
58,066
-221
167
$2.87M 0.12%
57,287
-12,110
168
$2.86M 0.12%
57,499
-64,833
169
$2.85M 0.12%
112,510
-141,804
170
$2.83M 0.12%
17,776
+16,977
171
$2.82M 0.12%
22,953
-20,062
172
$2.8M 0.12%
30,100
-2,940
173
$2.79M 0.12%
31,407
-22,676
174
$2.79M 0.12%
192,195
-32,794
175
$2.78M 0.12%
87,134
-71,843
5 6
7
8 9