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
2751
$3.82K ﹤0.01%
47
2752
$3.82K ﹤0.01%
1,178
2753
$3.81K ﹤0.01%
21
2754
$3.79K ﹤0.01%
49
+4
2755
$3.78K ﹤0.01%
135
2756
$3.78K ﹤0.01%
693
-1,000
2757
$3.77K ﹤0.01%
45
+7
2758
$3.77K ﹤0.01%
47
-301
2759
$3.77K ﹤0.01%
+145
2760
$3.75K ﹤0.01%
97
-2,148
2761
$3.74K ﹤0.01%
20
+10
2762
$3.71K ﹤0.01%
17
2763
$3.7K ﹤0.01%
485
-1,064
2764
$3.69K ﹤0.01%
97
-38
2765
$3.69K ﹤0.01%
19
2766
$3.68K ﹤0.01%
+100
2767
$3.68K ﹤0.01%
+100
2768
$3.67K ﹤0.01%
95
2769
$3.66K ﹤0.01%
+562
2770
$3.65K ﹤0.01%
10,492
2771
$3.64K ﹤0.01%
62
2772
$3.57K ﹤0.01%
87
2773
$3.56K ﹤0.01%
297
-7,228
2774
$3.55K ﹤0.01%
400
2775
$3.54K ﹤0.01%
489
-19
109 110
111
112 113