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
2551
$7.12K ﹤0.01%
250
2552
$7.11K ﹤0.01%
+345
2553
$7.11K ﹤0.01%
+277
2554
$7.1K ﹤0.01%
200
2555
$7.09K ﹤0.01%
1,500
2556
$6.97K ﹤0.01%
+514
2557
$6.96K ﹤0.01%
19
2558
$6.93K ﹤0.01%
350
2559
$6.9K ﹤0.01%
141
+16
2560
$6.89K ﹤0.01%
+200
2561
$6.89K ﹤0.01%
179
2562
$6.85K ﹤0.01%
203
2563
$6.8K ﹤0.01%
1,110
+21
2564
$6.78K ﹤0.01%
56
-106
2565
$6.77K ﹤0.01%
500
2566
$6.73K ﹤0.01%
50
-844
2567
$6.73K ﹤0.01%
776
-1,038
2568
$6.72K ﹤0.01%
145
-1,046
2569
$6.71K ﹤0.01%
100
2570
$6.65K ﹤0.01%
122
+86
2571
$6.64K ﹤0.01%
243
-7,770
2572
$6.62K ﹤0.01%
88
2573
$6.62K ﹤0.01%
300
2574
$6.6K ﹤0.01%
156
-3
2575
$6.58K ﹤0.01%
2,000
101 102
103
104 105