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
2526
$7.59K ﹤0.01%
105
2527
$7.58K ﹤0.01%
22
-328
2528
$7.58K ﹤0.01%
750
2529
$7.54K ﹤0.01%
283
2530
$7.54K ﹤0.01%
+205
2531
$7.51K ﹤0.01%
900
2532
$7.48K ﹤0.01%
26
-45
2533
$7.47K ﹤0.01%
+60
2534
$7.45K ﹤0.01%
1,569
+1,255
2535
$7.44K ﹤0.01%
+270
2536
$7.42K ﹤0.01%
+296
2537
$7.35K ﹤0.01%
+198
2538
$7.35K ﹤0.01%
622
2539
$7.34K ﹤0.01%
160
-2,530
2540
$7.32K ﹤0.01%
500
2541
$7.26K ﹤0.01%
214
2542
$7.24K ﹤0.01%
1,250
+250
2543
$7.23K ﹤0.01%
290
+71
2544
$7.2K ﹤0.01%
287
2545
$7.18K ﹤0.01%
1,500
2546
$7.17K ﹤0.01%
459
-42
2547
$7.17K ﹤0.01%
+200
2548
$7.17K ﹤0.01%
305
2549
$7.16K ﹤0.01%
291
2550
$7.13K ﹤0.01%
222
+1
100 101
102
103 104