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
2001
$20.9K ﹤0.01%
642
-1,431
2002
$20.8K ﹤0.01%
499
-828
2003
$20.8K ﹤0.01%
1,050
-3,288
2004
$20.8K ﹤0.01%
581
-774
2005
$20.8K ﹤0.01%
2,912
+2,904
2006
$20.8K ﹤0.01%
5,000
2007
$20.7K ﹤0.01%
300
-5,076
2008
$20.6K ﹤0.01%
2,360
-8,813
2009
$20.6K ﹤0.01%
494
-20,803
2010
$20.6K ﹤0.01%
1,361
-1,160
2011
$20.5K ﹤0.01%
1,083
-4,433
2012
$20.4K ﹤0.01%
+182
2013
$20.4K ﹤0.01%
688
-1,593
2014
$20.4K ﹤0.01%
346
-988
2015
$20.4K ﹤0.01%
809
-7,229
2016
$20.4K ﹤0.01%
1,825
-3,220
2017
– –
0
2018
$20.1K ﹤0.01%
1,823
2019
$20.1K ﹤0.01%
690
+590
2020
$20.1K ﹤0.01%
1,997
2021
$20K ﹤0.01%
373
-564
2022
$20K ﹤0.01%
+100
2023
$19.9K ﹤0.01%
700
-4,015
2024
$19.9K ﹤0.01%
784
-2,400
2025
$19.9K ﹤0.01%
897
-2,655
79 80
81
82 83