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
2626
$5.65K ﹤0.01%
590
2627
$5.61K ﹤0.01%
100
2628
$5.6K ﹤0.01%
184
-45
2629
$5.59K ﹤0.01%
188
+5
2630
$5.59K ﹤0.01%
1,228
-763
2631
$5.46K ﹤0.01%
+1,365
2632
$5.46K ﹤0.01%
208
-1,853
2633
$5.46K ﹤0.01%
245
2634
$5.46K ﹤0.01%
525
+275
2635
$5.45K ﹤0.01%
52
2636
$5.45K ﹤0.01%
88
+1
2637
$5.42K ﹤0.01%
1,115
2638
$5.4K ﹤0.01%
+2,250
2639
$5.39K ﹤0.01%
+72
2640
$5.39K ﹤0.01%
70
2641
$5.38K ﹤0.01%
312
-156
2642
$5.38K ﹤0.01%
123
2643
$5.38K ﹤0.01%
656
2644
$5.35K ﹤0.01%
408
-57
2645
$5.33K ﹤0.01%
+117
2646
$5.33K ﹤0.01%
293
2647
$5.32K ﹤0.01%
+500
2648
$5.3K ﹤0.01%
115
2649
$5.29K ﹤0.01%
119
2650
$5.29K ﹤0.01%
86
-346
104 105
106
107 108