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
2851
$2.58K ﹤0.01%
168
2852
$2.58K ﹤0.01%
+62
2853
$2.57K ﹤0.01%
72
2854
$2.56K ﹤0.01%
500
2855
$2.56K ﹤0.01%
37
+8
2856
$2.54K ﹤0.01%
188
2857
$2.54K ﹤0.01%
91
2858
$2.53K ﹤0.01%
+100
2859
$2.52K ﹤0.01%
+51
2860
$2.48K ﹤0.01%
40
-39
2861
$2.47K ﹤0.01%
156
2862
$2.46K ﹤0.01%
60
2863
$2.46K ﹤0.01%
3
-2
2864
$2.45K ﹤0.01%
34
-25
2865
$2.43K ﹤0.01%
155
2866
$2.43K ﹤0.01%
130
2867
$2.39K ﹤0.01%
129
+1
2868
$2.39K ﹤0.01%
129
+74
2869
$2.38K ﹤0.01%
91
-184
2870
$2.38K ﹤0.01%
+800
2871
$2.36K ﹤0.01%
+938
2872
$2.35K ﹤0.01%
+96
2873
$2.35K ﹤0.01%
286
+30
2874
$2.34K ﹤0.01%
127
2875
$2.33K ﹤0.01%
50
113 114
115
116 117