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
2651
$5.29K ﹤0.01%
25
-164
2652
$5.28K ﹤0.01%
185
+1
2653
$5.23K ﹤0.01%
100
2654
$5.21K ﹤0.01%
386
2655
$5.2K ﹤0.01%
151
2656
$5.18K ﹤0.01%
+286
2657
$5.17K ﹤0.01%
469
2658
$5.17K ﹤0.01%
249
2659
$5.17K ﹤0.01%
189
-27
2660
$5.13K ﹤0.01%
+183
2661
$5.13K ﹤0.01%
200
-2,000
2662
$5.13K ﹤0.01%
165
2663
$5.13K ﹤0.01%
500
2664
$5.11K ﹤0.01%
32
2665
$5.08K ﹤0.01%
58
-15
2666
$5.07K ﹤0.01%
+16
2667
$5.05K ﹤0.01%
2,223
2668
$5.03K ﹤0.01%
99
+1
2669
$5.03K ﹤0.01%
31
2670
$4.9K ﹤0.01%
173
-72
2671
$4.9K ﹤0.01%
80
2672
$4.89K ﹤0.01%
146
-145
2673
$4.87K ﹤0.01%
1,000
+150
2674
$4.86K ﹤0.01%
+202
2675
$4.85K ﹤0.01%
119
105 106
107
108 109