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
251
$2.44M 0.09%
3,926
+287
252
$2.43M 0.09%
121,461
+52,439
253
$2.42M 0.09%
10,387
+1,783
254
$2.41M 0.09%
41,816
+208
255
$2.41M 0.09%
+46,955
256
$2.38M 0.09%
108,715
+1,243
257
$2.38M 0.09%
65,420
+13,372
258
$2.38M 0.09%
79,468
+18,421
259
$2.37M 0.09%
115,376
+15,202
260
$2.37M 0.09%
22,861
+7,298
261
$2.36M 0.09%
62,641
+16,854
262
$2.35M 0.08%
29,521
-1,848
263
$2.34M 0.08%
9,142
-1,098
264
$2.34M 0.08%
17,312
+3,006
265
$2.34M 0.08%
14,337
+13
266
$2.33M 0.08%
12,238
-54
267
$2.32M 0.08%
98,581
+151
268
$2.31M 0.08%
13,553
-1,076
269
$2.29M 0.08%
39,834
+17,503
270
$2.29M 0.08%
8,166
+2,785
271
$2.28M 0.08%
40,408
+3,437
272
$2.28M 0.08%
93,038
-1,323
273
$2.26M 0.08%
21,819
+4,119
274
$2.21M 0.08%
97,461
+1,125
275
$2.2M 0.08%
43,174
-2,070
9 10
11
12 13