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
2726
$4.08K ﹤0.01%
+167
2727
$4.07K ﹤0.01%
96
2728
$4.07K ﹤0.01%
989
2729
$4.06K ﹤0.01%
720
2730
$4.04K ﹤0.01%
93
2731
$4.02K ﹤0.01%
503
2732
$4.01K ﹤0.01%
750
2733
$4.01K ﹤0.01%
346
-500
2734
$3.99K ﹤0.01%
1,225
+200
2735
$3.98K ﹤0.01%
47
2736
$3.98K ﹤0.01%
56
-53
2737
$3.92K ﹤0.01%
193
2738
$3.9K ﹤0.01%
112
2739
$3.9K ﹤0.01%
+61
2740
$3.89K ﹤0.01%
37
2741
$3.89K ﹤0.01%
63
2742
$3.89K ﹤0.01%
76
2743
$3.88K ﹤0.01%
192
2744
$3.87K ﹤0.01%
172
2745
$3.85K ﹤0.01%
11
+2
2746
$3.85K ﹤0.01%
1,425
2747
$3.85K ﹤0.01%
262
2748
$3.84K ﹤0.01%
200
2749
$3.83K ﹤0.01%
200
2750
$3.83K ﹤0.01%
140
-420
108 109
110
111 112