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
2026
$19.9K ﹤0.01%
+790
2027
$19.8K ﹤0.01%
140
-175
2028
$19.8K ﹤0.01%
450
2029
$19.8K ﹤0.01%
800
+56
2030
$19.8K ﹤0.01%
1,900
-630
2031
$19.8K ﹤0.01%
522
-1,706
2032
$19.8K ﹤0.01%
3,325
-43
2033
$19.7K ﹤0.01%
961
-1,319
2034
$19.6K ﹤0.01%
702
2035
$19.4K ﹤0.01%
1,257
-341
2036
$19.3K ﹤0.01%
234
-201
2037
$19.3K ﹤0.01%
295
-2,614
2038
$19.2K ﹤0.01%
381
2039
$19.1K ﹤0.01%
307
-81
2040
$19.1K ﹤0.01%
743
+12
2041
$18.9K ﹤0.01%
108
-900
2042
$18.9K ﹤0.01%
216
-3
2043
$18.9K ﹤0.01%
623
-940
2044
$18.8K ﹤0.01%
1,500
+1,185
2045
$18.7K ﹤0.01%
936
-8,892
2046
$18.7K ﹤0.01%
200
2047
$18.5K ﹤0.01%
740
+16
2048
$18.5K ﹤0.01%
299
-2
2049
$18.5K ﹤0.01%
451
-972
2050
$18.5K ﹤0.01%
553
-401
80 81
82
83 84