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
2451
$6.71K ﹤0.01%
500
2452
$6.7K ﹤0.01%
273
-934
2453
$6.68K ﹤0.01%
+269
2454
$6.64K ﹤0.01%
325
-2,889
2455
$6.64K ﹤0.01%
270
2456
$6.64K ﹤0.01%
131
-19
2457
$6.64K ﹤0.01%
175
-89
2458
$6.62K ﹤0.01%
254
-2,076
2459
$6.62K ﹤0.01%
260
-12,242
2460
$6.6K ﹤0.01%
307
2461
$6.57K ﹤0.01%
118
-1,327
2462
$6.56K ﹤0.01%
+200
2463
$6.54K ﹤0.01%
201
-1
2464
$6.5K ﹤0.01%
277
-3,058
2465
$6.49K ﹤0.01%
67
-337
2466
$6.48K ﹤0.01%
88
-1
2467
$6.46K ﹤0.01%
505
-636
2468
$6.46K ﹤0.01%
307
-3,767
2469
$6.45K ﹤0.01%
500
2470
$6.43K ﹤0.01%
154
-378
2471
$6.42K ﹤0.01%
123
-298
2472
$6.41K ﹤0.01%
+150
2473
$6.38K ﹤0.01%
173
2474
$6.37K ﹤0.01%
300
-200
2475
$6.34K ﹤0.01%
342
-1,875
97 98
99
100 101