IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
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
1
$106M 4.6%
144,763
-81,330
2
$58.6M 2.55%
53,069
-44,977
3
$50.6M 2.2%
308,101
+253,782
4
$50.1M 2.18%
996,633
+274,564
5
$49.3M 2.14%
168,573
-152,865
6
$33M 1.44%
354,506
-407,929
7
$31.5M 1.37%
524,005
-130,621
8
$30.9M 1.34%
625,325
+288,592
9
$28.5M 1.24%
248,408
+53,957
10
$27M 1.17%
294,992
-279,239
11
$22.8M 0.99%
362,394
-18,922
12
$21.3M 0.93%
168,314
+145,867
13
$21.2M 0.92%
254,509
-183,170
14
$19.7M 0.86%
1,036,076
-488,316
15
$19.2M 0.84%
189,930
-121,449
16
$19M 0.83%
372,495
-57,591
17
$18.8M 0.82%
334,988
+142,017
18
$18.8M 0.82%
187,482
+60,308
19
$17.9M 0.78%
431,265
+10,893
20
$17.5M 0.76%
341,381
+143,899
21
$17.1M 0.75%
690,680
-5,060
22
$17M 0.74%
408,931
-104,664
23
$15.8M 0.69%
293,989
+62,583
24
$15.2M 0.66%
76,705
-23,888
25
$14.5M 0.63%
140,144
-7,404
1
2 3 4 5