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
2576
$6.58K ﹤0.01%
1,144
2577
$6.57K ﹤0.01%
75
+62
2578
$6.55K ﹤0.01%
+1,000
2579
$6.54K ﹤0.01%
+185
2580
$6.54K ﹤0.01%
880
2581
$6.54K ﹤0.01%
129
+29
2582
$6.53K ﹤0.01%
191
-8
2583
$6.51K ﹤0.01%
518
-500
2584
$6.48K ﹤0.01%
167
-378
2585
$6.46K ﹤0.01%
190
2586
$6.4K ﹤0.01%
454
-18
2587
$6.4K ﹤0.01%
200
2588
$6.39K ﹤0.01%
182
-538
2589
$6.37K ﹤0.01%
104
+15
2590
$6.36K ﹤0.01%
1,000
2591
$6.34K ﹤0.01%
36
2592
$6.33K ﹤0.01%
80
2593
$6.3K ﹤0.01%
66
-89
2594
$6.29K ﹤0.01%
98
-780
2595
$6.27K ﹤0.01%
1,170
2596
$6.25K ﹤0.01%
67
-16
2597
$6.16K ﹤0.01%
+174
2598
$6.13K ﹤0.01%
259
-1,000
2599
$6.12K ﹤0.01%
348
+55
2600
$6.12K ﹤0.01%
375
102 103
104
105 106