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
2676
$4.83K ﹤0.01%
400
2677
$4.82K ﹤0.01%
722
-492
2678
$4.82K ﹤0.01%
41
+1
2679
$4.81K ﹤0.01%
89
+68
2680
$4.8K ﹤0.01%
205
+1
2681
$4.78K ﹤0.01%
100
2682
$4.75K ﹤0.01%
342
2683
$4.71K ﹤0.01%
300
2684
$4.71K ﹤0.01%
50
2685
$4.69K ﹤0.01%
86
-75
2686
$4.67K ﹤0.01%
70
2687
$4.67K ﹤0.01%
28
-4
2688
$4.66K ﹤0.01%
48
-14
2689
$4.6K ﹤0.01%
2,000
2690
$4.57K ﹤0.01%
95
2691
$4.57K ﹤0.01%
125
2692
$4.55K ﹤0.01%
94
2693
$4.55K ﹤0.01%
356
-39
2694
$4.54K ﹤0.01%
38
2695
$4.54K ﹤0.01%
155
2696
$4.53K ﹤0.01%
55
2697
$4.5K ﹤0.01%
48
2698
$4.46K ﹤0.01%
+113
2699
$4.46K ﹤0.01%
136
2700
$4.44K ﹤0.01%
+300
106 107
108
109 110