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
$2.77B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,485
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$8.04M
3
+$6.84M
4
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$5.77M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$5.22M

Top Sells

1
+$22M
2
+$9.56M
3
+$9.42M
4
IYR icon
iShares US Real Estate ETF
IYR
+$8.83M
5
IWL icon
iShares Russell Top 200 ETF
IWL
+$6.83M

Sector Composition

1 Technology 9.7%
2 Financials 4.28%
3 Consumer Discretionary 3.64%
4 Healthcare 3.3%
5 Industrials 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.79M 0.1%
51,055
+22,091
227
$2.78M 0.1%
225,100
+35,954
228
$2.78M 0.1%
69,761
-41,569
229
$2.78M 0.1%
24,440
+3,511
230
$2.74M 0.1%
64,083
+9,815
231
$2.71M 0.1%
5,234
-166
232
$2.69M 0.1%
37,970
-6,990
233
$2.69M 0.1%
13,014
+1,004
234
$2.68M 0.1%
23,943
-60
235
$2.68M 0.1%
92,005
+1,026
236
$2.66M 0.1%
17,514
+2,872
237
$2.66M 0.1%
5,138
+313
238
$2.63M 0.09%
128,096
-4,139
239
$2.61M 0.09%
8,304
+994
240
$2.6M 0.09%
83,741
-60,845
241
$2.6M 0.09%
6,928
+194
242
$2.57M 0.09%
45,331
-1,540
243
$2.57M 0.09%
91,254
+16,047
244
$2.57M 0.09%
141,802
-2,841
245
$2.55M 0.09%
3,154
+1,218
246
$2.54M 0.09%
44,968
-3,071
247
$2.53M 0.09%
114,483
+47,813
248
$2.46M 0.09%
38,127
+4,001
249
$2.45M 0.09%
54,886
+23,314
250
$2.45M 0.09%
55,654
+11,157
8 9
10
11 12