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
2826
$2.88K ﹤0.01%
+200
2827
$2.87K ﹤0.01%
3,023
2828
$2.87K ﹤0.01%
252
2829
$2.87K ﹤0.01%
145
+88
2830
$2.84K ﹤0.01%
600
2831
$2.81K ﹤0.01%
75
2832
$2.8K ﹤0.01%
187
2833
$2.79K ﹤0.01%
108
+60
2834
$2.77K ﹤0.01%
+100
2835
$2.77K ﹤0.01%
24
-193
2836
$2.77K ﹤0.01%
1,709
2837
$2.74K ﹤0.01%
+1,007
2838
$2.72K ﹤0.01%
+129
2839
$2.7K ﹤0.01%
200
-18
2840
$2.7K ﹤0.01%
105
+32
2841
$2.69K ﹤0.01%
50
+34
2842
$2.69K ﹤0.01%
147
2843
$2.68K ﹤0.01%
218
2844
$2.68K ﹤0.01%
96
-10
2845
$2.68K ﹤0.01%
300
2846
$2.65K ﹤0.01%
388
-500
2847
$2.62K ﹤0.01%
33
-49
2848
$2.61K ﹤0.01%
185
2849
$2.6K ﹤0.01%
596
-5,328
2850
$2.6K ﹤0.01%
58
112 113
114
115 116