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
2701
$4.43K ﹤0.01%
225
2702
$4.42K ﹤0.01%
155
-39
2703
$4.42K ﹤0.01%
500
2704
$4.38K ﹤0.01%
400
2705
$4.37K ﹤0.01%
500
-600
2706
$4.35K ﹤0.01%
+133
2707
$4.34K ﹤0.01%
135
-165
2708
$4.33K ﹤0.01%
87
2709
$4.31K ﹤0.01%
95
2710
$4.3K ﹤0.01%
211
+136
2711
$4.29K ﹤0.01%
270
2712
$4.27K ﹤0.01%
216
-66
2713
$4.26K ﹤0.01%
79
-1,305
2714
$4.25K ﹤0.01%
400
2715
$4.2K ﹤0.01%
199
-17
2716
$4.17K ﹤0.01%
500
2717
$4.16K ﹤0.01%
140
2718
$4.15K ﹤0.01%
70
+45
2719
$4.15K ﹤0.01%
+67
2720
$4.15K ﹤0.01%
28
-12
2721
$4.13K ﹤0.01%
278
2722
$4.12K ﹤0.01%
56
-48
2723
$4.11K ﹤0.01%
+300
2724
$4.11K ﹤0.01%
3,375
+3,000
2725
$4.09K ﹤0.01%
39
+14
107 108
109
110 111