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
2801
$3.18K ﹤0.01%
57
+40
2802
$3.16K ﹤0.01%
76
-2
2803
$3.13K ﹤0.01%
120
2804
$3.11K ﹤0.01%
1,000
-500
2805
$3.11K ﹤0.01%
337
2806
$3.1K ﹤0.01%
+214
2807
$3.09K ﹤0.01%
+123
2808
$3.09K ﹤0.01%
89
2809
$3.06K ﹤0.01%
90
2810
$3.06K ﹤0.01%
103
-2,040
2811
$3.06K ﹤0.01%
296
2812
$3.04K ﹤0.01%
1,000
2813
$3.04K ﹤0.01%
142
2814
$3.03K ﹤0.01%
1,000
-1,000
2815
$3.01K ﹤0.01%
397
2816
$3K ﹤0.01%
1,426
2817
$2.98K ﹤0.01%
300
2818
$2.98K ﹤0.01%
20
+6
2819
$2.95K ﹤0.01%
107
-281
2820
$2.94K ﹤0.01%
2,192
2821
$2.93K ﹤0.01%
300
+36
2822
$2.92K ﹤0.01%
41
2823
$2.92K ﹤0.01%
50
2824
$2.89K ﹤0.01%
226
-29
2825
$2.88K ﹤0.01%
25
-4
111 112
113
114 115