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
176
$2.78M 0.12%
74,779
-45,928
177
$2.75M 0.12%
52,667
-15,887
178
$2.74M 0.12%
14,254
-1,354
179
$2.71M 0.12%
159,921
-4,996
180
$2.71M 0.12%
104,252
-37,368
181
$2.68M 0.12%
108,421
-1,571
182
$2.64M 0.11%
131,888
-5,929
183
$2.62M 0.11%
31,187
-2,304
184
$2.61M 0.11%
57,078
+56,976
185
$2.6M 0.11%
41,038
-15,498
186
$2.57M 0.11%
34,224
-5,155
187
$2.56M 0.11%
59,781
-69,382
188
$2.56M 0.11%
+50,995
189
$2.55M 0.11%
101,779
+12,673
190
$2.54M 0.11%
51,995
-21,929
191
$2.53M 0.11%
48,045
-30,257
192
$2.52M 0.11%
22,327
-20,586
193
$2.52M 0.11%
69,331
-121,335
194
$2.52M 0.11%
29,687
-20,168
195
$2.5M 0.11%
73,769
-85,933
196
$2.5M 0.11%
42,276
-263,536
197
$2.48M 0.11%
22,846
-130,479
198
$2.48M 0.11%
83,954
-96,304
199
$2.45M 0.11%
97,764
+12,990
200
$2.38M 0.1%
66,194
-118,545
6 7
8
9 10