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
201
$2.36M 0.1%
45,408
-4,732
202
$2.33M 0.1%
49,344
-1,670
203
$2.32M 0.1%
49,912
-18,074
204
$2.32M 0.1%
39,830
-109,721
205
$2.3M 0.1%
30,298
-40,078
206
$2.26M 0.1%
74,643
+9,685
207
$2.26M 0.1%
90,658
+90,076
208
$2.26M 0.1%
14,268
-17,346
209
$2.22M 0.1%
13,486
-6,625
210
$2.22M 0.1%
75,164
-81,971
211
$2.21M 0.1%
30,316
-4,211
212
$2.18M 0.09%
48,453
+18,941
213
$2.16M 0.09%
127,634
-32,750
214
$2.16M 0.09%
20,677
-2,830
215
$2.15M 0.09%
15,540
-7,941
216
$2.14M 0.09%
42,699
+20,774
217
$2.13M 0.09%
8,669
-526
218
$2.11M 0.09%
44,054
-27,654
219
$2.11M 0.09%
19,487
-2,135
220
$2.1M 0.09%
41,846
+4,719
221
$2.1M 0.09%
18,921
-302
222
$2.07M 0.09%
41,133
-9,363
223
$2.06M 0.09%
8,004
-5,910
224
$2.05M 0.09%
82,502
-46,567
225
$2.05M 0.09%
12,530
+4,832
7 8
9
10 11