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
2776
$3.52K ﹤0.01%
9
-503
2777
$3.51K ﹤0.01%
139
2778
$3.49K ﹤0.01%
100
2779
$3.43K ﹤0.01%
273
2780
$3.42K ﹤0.01%
445
-1,575
2781
$3.41K ﹤0.01%
150
2782
$3.39K ﹤0.01%
239
2783
$3.37K ﹤0.01%
81
+55
2784
$3.36K ﹤0.01%
36
2785
$3.35K ﹤0.01%
114
2786
$3.33K ﹤0.01%
569
-250
2787
$3.32K ﹤0.01%
179
2788
$3.3K ﹤0.01%
49
2789
$3.29K ﹤0.01%
48
-63
2790
$3.29K ﹤0.01%
+5,500
2791
$3.25K ﹤0.01%
170
2792
$3.24K ﹤0.01%
300
-118
2793
$3.24K ﹤0.01%
200
2794
$3.23K ﹤0.01%
153
2795
$3.21K ﹤0.01%
+901
2796
$3.19K ﹤0.01%
110
-2
2797
$3.18K ﹤0.01%
141
+108
2798
$3.18K ﹤0.01%
68
2799
$3.18K ﹤0.01%
159
2800
$3.18K ﹤0.01%
1,000
110 111
112
113 114