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
2501
$8.18K ﹤0.01%
+216
2502
$8.18K ﹤0.01%
330
-1,000
2503
$8.18K ﹤0.01%
64
-764
2504
$8.17K ﹤0.01%
295
2505
$8.17K ﹤0.01%
90
-102
2506
$8.16K ﹤0.01%
700
2507
$8.12K ﹤0.01%
367
2508
$8.12K ﹤0.01%
73
2509
$8.11K ﹤0.01%
246
2510
$8.07K ﹤0.01%
+34
2511
$8.04K ﹤0.01%
233
+8
2512
$8.02K ﹤0.01%
228
-328
2513
$7.97K ﹤0.01%
191
-1,191
2514
$7.97K ﹤0.01%
182
2515
$7.96K ﹤0.01%
566
2516
$7.96K ﹤0.01%
84
+19
2517
$7.93K ﹤0.01%
126
2518
$7.92K ﹤0.01%
48
+32
2519
$7.89K ﹤0.01%
46
+14
2520
$7.88K ﹤0.01%
190
2521
$7.85K ﹤0.01%
250
2522
$7.8K ﹤0.01%
400
2523
$7.79K ﹤0.01%
127
+5
2524
$7.69K ﹤0.01%
+259
2525
$7.61K ﹤0.01%
+250
99 100
101
102 103