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
2476
$8.7K ﹤0.01%
181
+83
2477
$8.69K ﹤0.01%
311
+1
2478
$8.69K ﹤0.01%
350
2479
$8.62K ﹤0.01%
+280
2480
$8.62K ﹤0.01%
27
-4
2481
$8.58K ﹤0.01%
200
2482
$8.56K ﹤0.01%
2,015
2483
$8.56K ﹤0.01%
+2,000
2484
$8.55K ﹤0.01%
475
2485
$8.54K ﹤0.01%
5,970
2486
$8.54K ﹤0.01%
500
2487
$8.52K ﹤0.01%
148
2488
$8.51K ﹤0.01%
1,000
-2,000
2489
$8.48K ﹤0.01%
+500
2490
$8.48K ﹤0.01%
+457
2491
$8.45K ﹤0.01%
317
+110
2492
$8.45K ﹤0.01%
158
+87
2493
$8.42K ﹤0.01%
63
2494
$8.42K ﹤0.01%
233
2495
$8.39K ﹤0.01%
200
-51
2496
$8.36K ﹤0.01%
50
-3
2497
$8.32K ﹤0.01%
+80
2498
$8.32K ﹤0.01%
235
-100
2499
$8.29K ﹤0.01%
855
+288
2500
$8.29K ﹤0.01%
401
98 99
100
101 102