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
2601
$6.08K ﹤0.01%
170
2602
$6.04K ﹤0.01%
470
+170
2603
$6.04K ﹤0.01%
96
2604
$6K ﹤0.01%
198
-1,000
2605
$6K ﹤0.01%
37
2606
$5.99K ﹤0.01%
465
-13,336
2607
$5.95K ﹤0.01%
180
2608
$5.94K ﹤0.01%
11
-79
2609
$5.91K ﹤0.01%
133
-1,532
2610
$5.87K ﹤0.01%
256
2611
$5.86K ﹤0.01%
193
-313
2612
$5.86K ﹤0.01%
81
+60
2613
$5.83K ﹤0.01%
245
2614
$5.82K ﹤0.01%
123
+1
2615
$5.81K ﹤0.01%
189
+51
2616
$5.81K ﹤0.01%
118
-137
2617
$5.79K ﹤0.01%
72
2618
$5.77K ﹤0.01%
250
-50
2619
$5.73K ﹤0.01%
359
-5
2620
$5.69K ﹤0.01%
1,000
-1,000
2621
$5.69K ﹤0.01%
85
2622
$5.67K ﹤0.01%
+57
2623
$5.67K ﹤0.01%
91
+68
2624
$5.67K ﹤0.01%
34
2625
$5.66K ﹤0.01%
76
103 104
105
106 107